Microsoft Dynamics 365 CRM + Mobiz SMS
Add new Microsoft Dynamics 365 CRM contacts to Mobiz SMS for seamless contact creation
Maintain up-to-date contact lists across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a contact in the Mobiz SMS app. This ensures your marketing and sales communications stay current, with accurate contact representation in both CRM and SMS platforms.
Maintain up-to-date contact lists across platforms with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a contact in the Mobiz SMS app. This ensures your marketing and sales communications stay current, with accurate contact representation in both CRM and SMS platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".
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