Microsoft Dynamics 365 CRM + Textmagic
Create and send TextMagic SMS messages for new Microsoft Dynamics 365 CRM leads
Stay connected with your new leads by instantly sending them SMS messages. With this workflow, once a New Lead is created in Microsoft Dynamics 365 CRM, a message will be sent to them using TextMagic SMS. This helps you engage with your leads quickly, improving your response time and increasing your conversion rates.
Stay connected with your new leads by instantly sending them SMS messages. With this workflow, once a New Lead is created in Microsoft Dynamics 365 CRM, a message will be sent to them using TextMagic SMS. This helps you engage with your leads quickly, improving your response time and increasing your conversion rates.
- 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!
Send SMSSends a new message.
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
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscriber
Triggers when someone unsubscribes from your communication.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task boardRequired
TaskRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal pipelineRequired
DealRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dedicated NumberRequired
Forward Calls ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom FieldRequired
ContactRequired
Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Search Query
Exact Match
Include Shared Contacts?
Phone Number Format
Country
Empty result when query is empty
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Search Query
Exact Match
Include Shared Contacts?
Phone Number Format
Country
Empty result when query is empty
PhoneRequired
First Name
Last Name
Email
Company Name
Lists
Edit Existing Contact When Found
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
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 foundNew Incoming Call
Triggers when someone calls your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PhoneRequired
First Name
Last Name
Email
Company Name
Lists
Phone Number Format
Country
Edit Existing Contact When Found
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Shared
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender IdRequired
SubjectRequired
MessageRequired
Contacts
Lists
Emails
From name
Reply to email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Phones
Contacts
Lists
From
Maximum SMS Parts Count
Reference ID
Phone Numbers Format
Phone Numbers Country
Schedule Message
Timezone
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.List Name
Include Shared Lists?
ActionThis is an event a Zap performs.SearchFind existing data in your appList Name
Include Shared Lists?
Name
Shared
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
About Microsoft Dynamics 365 CRM
Related categories
About Textmagic
Related categories
Related Zap Templates
- Look up phone numbers for new contacts in Microsoft Dynamics 365 CRM with TextMagic SMS
- Create TextMagic SMS contacts from new Microsoft Dynamics 365 CRM leads
- Add new Microsoft Dynamics 365 CRM contacts to a TextMagic SMS list
- Create and send TextMagic SMS messages for new contacts in Microsoft Dynamics 365 CRM