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Microsoft Dynamics 365 CRM + Super Receptionist

Add new Super Receptionist call data records as tasks in Microsoft Dynamics CRM

Keep track of the leads that call into your business with Super Receptionist, then pass those leads along to your sales team via Microsoft Dynamics CRM for maximum impact. This Zapier integration will automatically create a lead in Microsoft Dynamics CRM when a new call record is created in your Super Receptionist account. That way, your sales team will know about new tasks immediately and take action.

Keep track of the leads that call into your business with Super Receptionist, then pass those leads along to your sales team via Microsoft Dynamics CRM for maximum impact. This Zapier integration will automatically create a lead in Microsoft Dynamics CRM when a new call record is created in your Super Receptionist account. That way, your sales team will know about new tasks immediately and take action.

  1. When this happens...
    Super ReceptionistSuper Receptionist
    New Call Data Record

    Triggers when a call is completed, as a CDR is generated once an agent or customer hangs up.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Super Receptionist Number(s)Required

    Trigger
    Instant
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
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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super-receptionist logo

About Super Receptionist

Super Receptionist is a call centre solution that lets you set up a call handling process for customer care, sales and other departments.

Related categories