GoTo Connect + Microsoft Dynamics 365 CRM

Create custom entities in Microsoft Dynamics 365 CRM from every sms sent in GoTo Connect

Make your customer interactions more efficient with this workflow. When an SMS is sent from GoTo Connect, a custom entity will be created instantly in Microsoft Dynamics 365 CRM. This process keeps your CRM updated in real time, ensuring you have the most current information at your fingertips. This automation makes managing your customer relationships simple and efficient by doing the heavy lifting for you.

Make your customer interactions more efficient with this workflow. When an SMS is sent from GoTo Connect, a custom entity will be created instantly in Microsoft Dynamics 365 CRM. This process keeps your CRM updated in real time, ensuring you have the most current information at your fingertips. This automation makes managing your customer relationships simple and efficient by doing the heavy lifting for you.

  1. When this happens...
    GoTo ConnectGoTo Connect
    SMS Sent

    Triggers when a new sms is sent from the given number.

    TriggerPolling
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Custom Entity

    Creates a new custom entity.

    ActionWrite
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Supported triggers and actions

    • Organization IdRequired

    • Phone Number or ExtensionRequired

    Trigger
    Polling
    Try It
    • Organization IdRequired

    • Phone NumberRequired

    Trigger
    Polling
    Try It
    • Organization IdRequired

    • ExtensionRequired

    Trigger
    Polling
    Try It
go-to-connect logo
go-to-connect logo

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

  • Communication
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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