Microsoft Dynamics 365 CRM + SuperPhone

Create contacts in SuperPhone from new leads in Microsoft Dynamics 365 CRM

Effortlessly keep your contacts in sync between Microsoft Dynamics 365 CRM and SuperPhone with this workflow. When a new lead is added to Dynamics 365 CRM, it automatically creates a contact in SuperPhone, ensuring you have accurate and up-to-date information at your fingertips. Save time, reduce manual efforts, and improve your customer communication process with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create a Contact
Creates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
- Tags
Trigger
Instant
Try It
- Tag NameRequired
Trigger
Instant
Try It
- Contact ID
- Mobile
- Email
- TagsRequired
Action
Write
- Contact ID
- Mobile
- Email
- Tags
Action
Write
- Contact ID
- Identification: Mobile
- Identification: Email
- First name
- Last name
- Mobile number
- Email
- Birthday
- Photo
- Twitter
- Instagram
- LinkedIn
- Job title
- VIP
- Hidden
- Archived
- Unsubscribed
- Country code
- Province
- City
- ZIP code
- Longitude
- Latitude
- Notes
- Tags
Action
Write
- Contact IDRequired
Action
Search

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Updated
Triggers when a contact's details are updated.
Trigger
Instant
Try It
Message Sent
Triggers when a new message is sent.
Trigger
Instant
Try It
- Contact ID
- Mobile
- Email
- NameRequired
- AmountRequired
- Created atRequired
Action
Write
- First nameRequired
- Last name
- Mobile
- Email
- Birthday
- Photo
- Twitter
- Instagram
- LinkedIn
- Job title
- VIP
- Hidden
- Archived
- Unsubscribed
- Country code
- Province
- City
- ZIP code
- Longitude
- Latitude
- Notes
- Tags
Action
Write
- Phone number(s)Required
- Message body
- URL
- Type
- Content type
Action
Write
- Mobile
- Email
- Stop Zap if no contact is foundRequired
Action
Search
- Email
- Mobile
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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About SuperPhone

SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.

Learn more Help

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + SuperPhone

Create contacts in SuperPhone from new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Contact Created

Message Received

Tags

Tag Added

Tag NameRequired

Add Tags

Contact ID

Mobile

Email

TagsRequired

Remove Tags

Contact ID

Mobile

Email

Tags

Update a Contact

Contact ID

Identification: Mobile

Identification: Email

First name

Last name

Mobile number

Email

Birthday

Photo

Twitter

Instagram

LinkedIn