Connect Dialpad and Microsoft Dynamics 365 CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Dialpad 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 "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Dialpad 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.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- SMS directionRequired
Try ItTriggerInstant- Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite
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Connect Dialpad 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.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Dialpad on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Dialpad + 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 Dialpad and Microsoft Dynamics 365 CRM
How do I integrate Dialpad with Microsoft Dynamics 365 CRM?
To integrate Dialpad with Microsoft Dynamics 365 CRM, you need to set up a connection through our integration platform. Start by logging into both accounts, and then navigate to the integration settings in your CRM. Specify triggers like 'New Call' in Dialpad and actions such as 'Create a Lead' in Microsoft Dynamics.
What triggers are available for Dialpad within Microsoft Dynamics 365?
Available triggers for Dialpad within Microsoft Dynamics 365 include 'New Call', 'Missed Call', 'Voicemail Received', and 'Call Ended'. These triggers allow you to automate actions such as creating tasks or updating records in your CRM.
Can I automatically create a new contact in Dynamics 365 when I receive a new call in Dialpad?
Yes, you can set up the integration so that receiving a new call in Dialpad triggers the creation of a new contact record in Microsoft Dynamics 365. This ensures that all calls are efficiently tracked and management of leads becomes easier.
Is it possible to log missed calls from Dialpad into Microsoft Dynamics 365 CRM?
Certainly! You can configure the integration to log missed calls automatically into Dynamics 365. The trigger 'Missed Call' allows you to take actions such as generating an activity log or notifying team members within your CRM system.
How do we handle voicemail notifications between Dialpad and Dynamics 365 CRM?
When a voicemail is received in Dialpad, you can set up an action to notify team members or attach the voicemail details directly to a contact or case record within Microsoft Dynamics 365 using our integration.
What actions can be taken for call-related events from Dialpad in the CRM?
For any call-related events such as calls received, missed calls, or voicemails, actions like creating leads, updating contact details, scheduling follow-up tasks, or generating reports can be automated within your Microsoft Dynamics 365 CRM environment.
Does integrating with MS Dynamics affect my existing setup on either platform?
Integrating with MS Dynamics does not affect your existing setup on either platform. It simply adds additional automation capabilities by using specific triggers and mapping them to desired actions without altering current configurations.
