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CloudTalk + Microsoft Dynamics 365 CRM

Send sms via CloudTalk for new Microsoft Dynamics 365 CRM leads

Stay connected with your leads by streamlining your communication process. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, an SMS is instantly sent to them via CloudTalk. Save time, ensure personalization, and make your leads feel valued with this seamless workflow.

Stay connected with your leads by streamlining your communication process. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, an SMS is instantly sent to them via CloudTalk. Save time, ensure personalization, and make your leads feel valued with this seamless workflow.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    CloudTalkCloudTalk
    Send SMS

    Send SMS via CloudTalk

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About CloudTalk

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

Related categories

  • Phone & SMS
microsoft-dynamics-crm logo

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