Microsoft Dynamics 365 CRM + Project Broadcast

Add keywords to Project Broadcast for new contacts in Microsoft Dynamics 365 CRM

Easily streamline your contact management process with this workflow. When a new contact is added to Microsoft Dynamics 365 CRM, it automatically applies a keyword in Project Broadcast. Save time and ensure consistent tagging while keeping your contacts organized and always up to date.

Easily streamline your contact management process with this workflow. When a new contact is added to Microsoft Dynamics 365 CRM, it automatically applies a keyword in Project Broadcast. Save time and ensure consistent tagging while keeping your contacts organized and always up to date.

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Project BroadcastProject Broadcast
    Apply Keyword

    Apply Keyword To Project Broadcast Contact. Your keyword should already be created in Project Broadcast.

    ActionWrite
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Supported triggers and actions

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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

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  • CRM (Customer Relationship Management)
  • Microsoft

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About Project Broadcast

Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.
Learn more

Related categories

  • Phone & SMS