Connect CallRail and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect CallRail to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CallRail with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Phone Call Completed" from CallRail.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects CallRail and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompanyRequired
Try ItTriggerInstant- AccountsRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant- AccountRequired
- CompaniesRequired
Try ItTriggerInstant
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Connect CallRail and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate CallRail on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about CallRail + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallRail and Microsoft Dynamics 365 CRM
How do I integrate CallRail with Microsoft Dynamics 365 CRM?
To integrate CallRail with Microsoft Dynamics 365 CRM, you can use our automation platform to set up a workflow. The process involves triggering actions in CRM based on call activities in CallRail, like creating a new contact when a call is received.
What triggers are available for CallRail when integrating with Microsoft Dynamics 365?
Triggers from CallRail that you can use include incoming calls, missed calls, and first-time callers. These triggers help automate corresponding actions in Microsoft Dynamics 365 CRM.
Which actions can be automated in Microsoft Dynamics 365 through integration with CallRail?
You can automate actions such as creating or updating contacts, leads, or notes in Microsoft Dynamics 365 based on specific call activities logged by CallRail.
Do I need technical expertise to set up the integration between CallRail and Microsoft Dynamics 365?
Our platform is designed to be user-friendly and doesn’t require extensive technical knowledge. You simply follow the guided setup process to configure your triggers and actions.
Can I log every call activity from CallRail into Microsoft Dynamics 365 automatically?
Yes, you can configure the integration to automatically log every inbound and outbound call activity from CallRail into Microsoft Dynamics 365 CRM, keeping all your data synchronized.
Is it possible to update existing records in Microsoft Dynamics using data from a call made via CallRail?
Absolutely. You can set up the system so that information from a call updates existing contact or lead records based on criteria you define as part of the action steps.
How do I handle data discrepancies between CallRail and Dynamics 365 during integration?
We recommend setting up custom rules within your workflows that handle exceptions or discrepancies, ensuring both platforms remain synchronized even if minor differences occur.
