Hatch + Microsoft Dynamics 365 CRM

Update leads in Microsoft Dynamics 365 CRM when new outbound communications occur in Hatch

When a new outbound communication occurs in Hatch, this workflow ensures your Microsoft Dynamics 365 CRM is updated promptly. This streamlines the process, eliminating the need for manual data entry, and keeping your CRM up-to-date for precise lead tracking. Perfect for businesses looking to optimize their digital communications process and maintain accurate records.

When a new outbound communication occurs in Hatch, this workflow ensures your Microsoft Dynamics 365 CRM is updated promptly. This streamlines the process, eliminating the need for manual data entry, and keeping your CRM up-to-date for precise lead tracking. Perfect for businesses looking to optimize their digital communications process and maintain accurate records.

  1. When this happens...
    HatchHatch
    New Communication Outbound

    Triggers when there are outbound communications coming from Hatch whether sms, email, or voice drop.

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

    Updates a lead.

    ActionWrite
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Supported triggers and actions

    • BoardIDRequired

    Trigger
    Instant
    Try It
    • Contact first nameRequired

    • Contact last nameRequired

    • Contact phone number

    • Contact email

    • Contact details

    • Contact status

    • Board IDRequired

    • Source

    • Advanced: External Contact ID

    • Advanced: External ID

    Action
    Write
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hatch logo

About Hatch

Hatch is a conversation messaging platform that allows companies to send text, emails, and voicemails to their customers to set appointments and close more sales.
Learn more

Related categories

  • Phone & SMS
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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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