Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Connect Microsoft Dynamics 365 CRM to ClickSend SMS - Automate your workflows in 1-click

Make use of Microsoft Dynamics 365 CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up ClickSend SMS automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. And automate all the repetitive tasks between Microsoft Dynamics 365 CRM & ClickSend SMS using Integrately.
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Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Create ClickSend SMS contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Send ClickSend SMS message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through ClickSend SMS letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - ClickSend SMS integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Create Your Own Microsoft Dynamics 365 CRM & ClickSend SMS Integration Without Any Code

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Microsoft Dynamics 365 CRM + ClickSend SMS Integration
1.
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any quote is updated

  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS

    Triggers the automation whenever an incoming SMS is received

    Instant
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Automatically generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Automatically updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Automatically retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Automatically adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Automatically updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Automatically generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Automatically searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Automatically updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Automatically finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Automatically searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Automatically generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Automatically updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Automatically searches for a case record

  • ClickSend SMS
    Upload file in ClickSend SMS

    Automatically uploads a file

  • ClickSend SMS
    Send SMS in ClickSend SMS

    Automatically sends a text message

  • ClickSend SMS
    Send post letter in ClickSend SMS

    Automatically sends a physical letter through postal mail

  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS

    Automatically sends a text message to a contact list

  • ClickSend SMS
    Create contact in ClickSend SMS

    Automatically adds a new contact to the database

  • ClickSend SMS
    Search contact by email address in ClickSend SMS

    Automatically finds and retrieves contact information using their email address

  • ClickSend SMS
    Search contact by phone in ClickSend SMS

    Automatically find information about a contact using the phone number

  • ClickSend SMS
    Delete contact in ClickSend SMS

    Automatically removes a contact from the address book

  • ClickSend SMS
    Send fax in ClickSend SMS

    Automatically sends a fax

  • ClickSend SMS
    Send MMS in ClickSend SMS

    Automatically sends a multimedia message

  • ClickSend SMS
    Send voice in ClickSend SMS

    Automatically sends a voice message

  • ClickSend SMS
    Send postcard in ClickSend SMS

    Automatically sends a physical postcard

  • ClickSend SMS
    Create contact list in ClickSend SMS

    Automatically generates a list of contacts from particular criteria

  • ClickSend SMS
    Delete contact List in ClickSend SMS

    Automatically removes all contacts from the designated list

  • ClickSend SMS
    Search contact lists in ClickSend SMS

    Automatically searches for a contact in the contact list

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Integrate Microsoft Dynamics 365 CRM & ClickSend SMS In 1 Click
And Save Time & Money Both

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