Microsoft Dynamics 365 CRM + SuperPhone

Create contacts in SuperPhone from new leads in Microsoft Dynamics 365 CRM

Effortlessly keep your contacts in sync between Microsoft Dynamics 365 CRM and SuperPhone with this workflow. When a new lead is added to Dynamics 365 CRM, it automatically creates a contact in SuperPhone, ensuring you have accurate and up-to-date information at your fingertips. Save time, reduce manual efforts, and improve your customer communication process with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create a Contact
Creates a contact.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Contact Updated
Triggers when a contact's details are updated.
Trigger
Instant
Try It
Message Sent
Triggers when a new message is sent.
Trigger
Instant
Try It
- Contact ID
- Mobile
- Email
- NameRequired
- AmountRequired
- Created atRequired
Action
Write
- First nameRequired
- Last name
- Mobile
- Email
- Birthday
- Photo
- Twitter
- Instagram
- LinkedIn
- Job title
- VIP
- Hidden
- Archived
- Unsubscribed
- Country code
- Province
- City
- ZIP code
- Longitude
- Latitude
- Notes
- Tags
Action
Write
- Phone number(s)Required
- Message body
- URL
- Type
- Content type
Action
Write
- Mobile
- Email
- Stop Zap if no contact is foundRequired
Action
Search
- Email
- Mobile
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
- Tags
Trigger
Instant
Try It
- Tag NameRequired
Trigger
Instant
Try It
- Contact ID
- Mobile
- Email
- TagsRequired
Action
Write
- Contact ID
- Mobile
- Email
- Tags
Action
Write
- Contact ID
- Identification: Mobile
- Identification: Email
- First name
- Last name
- Mobile number
- Email
- Birthday
- Photo
- Twitter
- Instagram
- LinkedIn
- Job title
- VIP
- Hidden
- Archived
- Unsubscribed
- Country code
- Province
- City
- ZIP code
- Longitude
- Latitude
- Notes
- Tags
Action
Write
- Contact IDRequired
Action
Search

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

Similar apps

About SuperPhone

SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.

Related categories

Phone & SMS

Related Zap Templates

Update SuperPhone contacts when Microsoft Dynamics 365 CRM contacts are updated

Create SuperPhone contacts from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + SuperPhone

Create contacts in SuperPhone from new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Contact Updated

Message Sent

Add Custom Contribution

Create a Contact

Send Message

Check if Contact Exists

Find Contact by Mobile or Email

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Contact Created

Message Received

Tag Added

Add Tags

Remove Tags

Update a Contact

Find Contact by Contact ID

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About SuperPhone

Related categories

Related Zap Templates

Related Zap Templates