ClickSend SMS + Microsoft Dynamics 365 CRM

Send smses for new leads in Microsoft Dynamics 365 CRM with ClickSend SMS

Stay connected with your leads by instantly sending them an SMS when they enter your Microsoft Dynamics 365 CRM. With this workflow, as soon as a new lead is added in Microsoft Dynamics 365 CRM, a text message will be sent to them using ClickSend SMS. This seamless integration ensures you never miss an opportunity to engage with your leads and further enhance the customer experience.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send SMS
Sends a new SMS.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It
- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- Contact ListRequired
- Email AddressRequired
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn more Help

Related categories

Phone & SMS

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

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ClickSend SMS + Microsoft Dynamics 365 CRM

Send smses for new leads in Microsoft Dynamics 365 CRM with ClickSend SMS

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Create Contact

Contact ListRequired

First Name

Last Name

Phone Number

Email

Fax Number

Organization Name

Custom 1

Custom 2

Custom 3

Custom 4

Address Line 1

Address Line 2

City

State

Postal Code

Country

Delete Contact

Contact ListRequired

Contact IDRequired

Send Fax

ToRequired

FromRequired

Custom String

PDF File UrlRequired

Send MMS Campaign

Campaign NameRequired

List NameRequired

From

Media URLRequired

SubjectRequired

MessageRequired

Schedule

Send Letter

Custom String

PDF File UrlRequired

Priority

Template Used

Colour