Intelli Messaging + Microsoft Dynamics 365 CRM integrations
Insert or update Intelli Messaging contacts for new leads in Microsoft Dynamics 365 CRM
When a new lead is created in Microsoft Dynamics 365 CRM, it is automatically transferred to the contact list in Intelli Messaging using this easy integration. This contact can be added to your contact list on Intelli Messaging and can be used to create SMS Campaigns, send Bulk SMS or create a scheduled SMS campaign. You won't have to manually create contacts again.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Insert or Update a Contact RecordThis action Creates or Updates a Contact Record. This can be used to transfer contacts from your favourite Application to Intelli Messaging. You can use this action to schedule SMS for such as Anniversary or Birthdays. The key for the contact record is the IntegrationId which is mapped to Others systems ContactId. If a record exists it is updated - if not it is created
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More things you can do with Microsoft Dynamics 365 CRM and Intelli Messaging
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Intelli Messaging
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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