JustCall + Microsoft Dynamics 365 CRM
Send text messages in JustCall for new leads in Microsoft Dynamics 365 CRM
Stay on top of new leads with this efficient workflow between Microsoft Dynamics 365 CRM and JustCall. When a new lead is added in Microsoft Dynamics 365 CRM, a text message will be sent through JustCall, ensuring you never miss an opportunity to connect with potential clients. This automation streamlines your communication process, helping you engage with leads quickly and effortlessly.
Stay on top of new leads with this efficient workflow between Microsoft Dynamics 365 CRM and JustCall. When a new lead is added in Microsoft Dynamics 365 CRM, a text message will be sent through JustCall, ensuring you never miss an opportunity to connect with potential clients. This automation streamlines your communication process, helping you engage with leads quickly and effortlessly.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
[Legacy] Send a Text MessageAllows you to send a text message to any number
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers whenever there is a new voicemail
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.firstnameRequired
lastname
phoneRequired
email
company
notes
Agent ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
Body
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
phone
email
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Answered
Triggers when a call answered an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Initiated
Triggers when a call initiated from JustCall.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Trigger when an incoming call is missed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to your JustCall address book.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCall AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Date & TimeRequired
Offset (in minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
First NameRequired
Last Name
Phone NumberRequired
Email
Company
Notes
Other Phone Label
Other Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.phoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About JustCall
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Create JustCall contacts for new Microsoft Dynamics 365 CRM leads
- Send multimedia text messages in JustCall for new leads in Microsoft Dynamics 365 CRM
- Monitor new contacts in Microsoft Dynamics 365 CRM and check for text replies in JustCall
- Send text messages in JustCall for new contacts in Microsoft Dynamics 365 CRM
- Monitor new leads in Microsoft Dynamics 365 CRM and check for text replies in JustCall
- Schedule a text message in JustCall for new contacts in Microsoft Dynamics 365 CRM
- Create and schedule text messages in JustCall for new leads in Microsoft Dynamics 365 CRM
- Add new Microsoft Dynamics 365 CRM leads to JustCall sales dialer campaigns
- Add updated contacts to JustCall sales dialer campaigns from Microsoft Dynamics 365 CRM