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Microsoft Dynamics 365 CRM + Mobiz SMS

Create contacts in Mobiz SMS from new leads in Microsoft Dynamics 365 CRM

Effortlessly maintain real-time communication with your new leads by connecting Microsoft Dynamics 365 CRM and Mobiz SMS. With this automation workflow, each time a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in the Mobiz SMS app. Stay engaged with your potential customers and streamline your lead management process with this seamless integration.

Effortlessly maintain real-time communication with your new leads by connecting Microsoft Dynamics 365 CRM and Mobiz SMS. With this automation workflow, each time a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in the Mobiz SMS app. Stay engaged with your potential customers and streamline your lead management process with this seamless integration.

  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!
    Mobiz SMSMobiz SMS
    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 **".

    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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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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mobiz-sms logo

About Mobiz SMS

Mobiz is a service that enables a business owner or marketer to create personalised SMS campaigns with a personalised and feature-rich landing page.

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