CloudTalk + Microsoft Dynamics 365 CRM

Create contacts in CloudTalk for new Microsoft Dynamics 365 CRM leads

Efficiently manage your leads and maintain clear communication with this workflow between Microsoft Dynamics 365 CRM and CloudTalk. When a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in CloudTalk, ensuring a seamless process for reaching out to potential clients and staying organized. Grow your business with this simple yet powerful automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Create a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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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
New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity IDRequired
- Acitivity ID postfixRequired
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone NumberRequired
- Email
- Contact Company
- External Link
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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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 Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- From NumberRequired
- To NumberRequired
- Message TextRequired
Action
Write
- KeywordRequired
Action
Search

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn more

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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CloudTalk + Microsoft Dynamics 365 CRM

Create contacts in CloudTalk for new Microsoft Dynamics 365 CRM leads

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)

New Contact

Create or Update Activity

Activity IDRequired

Acitivity ID postfixRequired

Activity titleRequired

Activity contentRequired

Activity meta - price

Activity meta - status

Activity meta - color

Activity link

Contact IDRequired

Contact ID PostfixRequired

Contact name

Contact email

Contact number

Create Contact

IDRequired

ID PostfixRequired

Contact NameRequired

Phone numberRequired

Email

Contact Company

External Link

Update Contact

IDRequired

ID PostfixRequired

Contact NameRequired

Phone NumberRequired

Email

Contact Company

External Link

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact