Microsoft Dynamics 365 CRM + SlickText

Update SlickText contacts when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your contacts up to date with this seamless integration between Microsoft Dynamics 365 CRM and SlickText. When a new lead is created in Dynamics 365 CRM, the corresponding contact in SlickText will be edited, ensuring your contact information is always accurate and updated. Streamline your customer management process with this time-saving automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Edit Contact
Edits / updates an existing contact's information.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- TextwordRequired
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- First Name
- Last Name
- Email
- Birthdate
- City
- State
- Zip Code
- Country
- Custom Function
Action
Write
- Phone NumberRequired
Action
Write
- TextwordRequired
- Segment
- Message BodyRequired
- Campaign Name
- Image
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- First Name
- Last Name
- Email
- Birthdate
- City
- State
- Zip Code
- Country
Action
Write
- TextwordRequired
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- Message BodyRequired
- Campaign Name
- Image
Action
Write
- Phone NumberRequired
- Textword
Action
Search

About Microsoft Dynamics 365 CRM

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

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Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SlickText

SlickText provides businesses and organizations with SMS marketing and mass text messaging solutions.

Help

Related categories

Phone & SMS

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By team

Microsoft Dynamics 365 CRM + SlickText

Update SlickText contacts when new leads are added in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Delete Contact

TextwordRequired

Phone NumberRequired

Opt in Contact

TextwordRequired

Phone NumberRequired

First Name

Last Name

Email

Birthdate

City

State

Zip Code

Country

Custom Function

Opt Out All Instances of a Contact

Phone NumberRequired

Send a Message to a List

TextwordRequired

Segment

Message BodyRequired

Campaign Name

Image

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired