Callingly + Microsoft Dynamics 365 CRM

Call new Microsoft Dynamics 365 CRM leads with Callingly when leads are created

Instantly connect with new leads in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow. When a new lead is added to your CRM, the system will initiate a call through Callingly, ensuring you never miss an opportunity to engage a potential customer. This efficient automation not only saves time but also helps improve your response rate and overall sales performance.

Instantly connect with new leads in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow. When a new lead is added to your CRM, the system will initiate a call through Callingly, ensuring you never miss an opportunity to engage a potential customer. This efficient automation not only saves time but also helps improve your response rate and overall sales performance.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
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Supported triggers and actions

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About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
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Related categories

  • Phone & SMS
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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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