Microsoft Dynamics 365 CRM + Textdrip

Create contacts and apply drip campaigns in Textdrip for new leads in Microsoft Dynamics 365 CRM

Increase efficiency in managing your leads by automating the connection between Microsoft Dynamics 365 CRM and Textdrip. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a new contact will be created in Textdrip and instantly enrolled in a drip campaign. Save time and effort while ensuring your leads are nurtured effectively with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Contact and Apply Drip Campaign
Creates a contact in Textdrip and applies a drip campaign to the 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
- Phone (19993339999)Required
- Date/TimeRequired
- Message to be sentRequired
Action
Write
- PhoneRequired
- Campaign IDRequired
Action
Write
- Name (full name)Required
- PhoneRequired
- Email
- Birthdate
- Address
- State
- Zip code
- Campaign IDRequired
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Lead Source
- Quote
- Tag 1Required
- Tag 2
Action
Write
- Phone TokenRequired
Action
Write
- IDRequired
Action
Write
- To NumberRequired
- Message BodyRequired
Action
Write
Get Drip Campaigns and Buckets
This will return all needed information for campaigns and buckets on your account
Action
Write
- PhoneRequired
Action
Write
- Campaign IDRequired
Action
Write
Get Phone Number List
Returns json list of available phone numbers
Action
Write
Get Quick Responses
Get quick responses you have setup on your account
Action
Write
- PhoneRequired
- Name
- Email
- Address
- State
- Zip code
- Birth Date
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom5
- Quote Amount
- Tag 1
- Tag 2
Action
Write

- 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 IDRequired
- Campaign IDRequired
Action
Write
- Contact IdRequired
Action
Write
- Contact IDRequired
- Pipeline ID
Action
Write
- Drip Campaign IDRequired
- Full NameRequired
- Phone NumberRequired
- Email
- Date of birth
- Street Address
- State
- Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Lead Source
Action
Write
- Phone NumberRequired
Action
Write
- DateRequired
Action
Write
Get All Tags
Get all tags on account
Action
Write
- PhoneRequired
- PageRequired
Action
Write
- Search
- PageRequired
Action
Write
Get Images
returns images available on account
Action
Write
Get Pipelines
Get all pipelines available on account
Action
Write
- Phone NumberRequired
Action
Write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Related categories

Similar apps

About Textdrip

Textdrip is an SMS marketing automation tool to streamline your client communication & scale outreach efforts.

Related categories

Communication

Microsoft Dynamics 365 CRM + Textdrip

Create contacts and apply drip campaigns in Textdrip for 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

Add Scheduled Message

Assign Contact to Drip Campaign

Create Contact With Tag

Default Number Setup

Delete Image

Send a Single Text Message to a Phone Number

Get Drip Campaigns and Buckets

Get Contact Details

Get Drip Campaign Messages

Get Phone Number List

Get Quick Responses

Update Contact

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

Add Drip Campaign to Contact

Archive Contact Chat

Add Contact to Pipeline

Create Contact and Apply Drip Campaign

Delete Contact

Delivery Rate by Date

Get All Tags

Get Chats

Get All Conversations

Get Images

Get Pipelines

Remove From Drip Campaign

About Microsoft Dynamics 365 CRM