EZ Texting + Microsoft Dynamics 365 CRM

Send messages in EZ Texting for new leads in Microsoft Dynamics 365 CRM

Stay connected with your new leads by sending welcome messages via EZ Texting as soon as they are added to your Microsoft Dynamics 365 CRM. With this workflow, when a new lead is created in your CRM, a personalized text message will be sent to their phone number using the EZ Texting platform. This automation ensures timely engagement with your leads and helps in streamlining your communication process.

Stay connected with your new leads by sending welcome messages via EZ Texting as soon as they are added to your Microsoft Dynamics 365 CRM. With this workflow, when a new lead is created in your CRM, a personalized text message will be sent to their phone number using the EZ Texting platform. This automation ensures timely engagement with your leads and helps in streamlining your communication process.

  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!
    EZ TextingEZ Texting
    Send Message

    Sends new message

    ActionWrite
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Supported triggers and actions

  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It