Microsoft Dynamics 365 CRM + MessageBird Integration

Integrate MessageBird to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Send SMS notifications, create contacts, add leads to groups, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • MessageBird
    Send SMS in MessageBird
  • MessageBird
    Create Contact in MessageBird
  • MessageBird
    Add contact to group in MessageBird
  • MessageBird
    Send Voice Message in MessageBird

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Ready Workflows Ready Workflows for MessageBird + Microsoft Dynamics 365 CRM Integration

Send text messages, create contacts, manage groups, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + MessageBird Integration

Create MessageBird 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 MessageBird 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 MessageBird.

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 + MessageBird Integration

Send MessageBird 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 MessageBird 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 - MessageBird 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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Connect more apps to your MessageBird + Microsoft Dynamics 365 CRM flow

Connect customer data across your stack to keep teams aligned and campaigns targeted. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
MessageBird
+
HubSpotHubSpot (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SalesforceSalesforce (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZendeskZendesk (3)
M
H
M
Create a HubSpot contact when a lead is created in Microsoft Dynamics 365 CRM, and send an SMS in MessageBird
New Microsoft Dynamics 365 CRM leads appear in HubSpot instantly while MessageBird sends an SMS update, eliminating manual data entry.
M
H
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When a contact is created in Microsoft Dynamics 365 CRM, create a HubSpot deal and send a voice message in MessageBird
Create HubSpot deals automatically from Microsoft Dynamics 365 CRM contacts while MessageBird handles voice alerts.
M
H
M
When a case is created in Microsoft Dynamics 365 CRM, log a HubSpot ticket and send an SMS in MessageBird
Support cases in Microsoft Dynamics 365 CRM automatically generate HubSpot tickets and notify teams via MessageBird.
M
H
M
Use Claude to evaluate new Microsoft Dynamics 365 CRM leads, create a HubSpot contact, and send an SMS in MessageBird
Analyze lead quality with Claude before creating a HubSpot contact and sending a MessageBird SMS.

Supported triggers and actions for Microsoft Dynamics 365 CRM and MessageBird

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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MessageBird
MessageBird Triggers & Actions
No trigger is available
Send SMS in MessageBird
Sends a text message to particular recipients
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Create Contact in MessageBird
Adds a new contact to the database
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Add contact to group in MessageBird
Updates contact group membership
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Send Voice Message in MessageBird
Sends a voice message to a designated recipient
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What can you automate with MessageBird + Microsoft Dynamics 365 CRM?

Streamline your customer communications and CRM updates with powerful, automated workflows.

What you can automate?
📨
Send SMS alerts for new CRM leads
Trigger an automatic SMS in MessageBird the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring rapid sales outreach.
📋
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM into MessageBird messages and customer groups instead of basic text.
🔔
Notify the right team member instantly
Send voice messages or SMS alerts through MessageBird as soon as an important opportunity or case is created in Microsoft Dynamics 365 CRM.
🔀
Route communications based on lead fields
Send different SMS templates or voice messages in MessageBird depending on the specific criteria submitted in Microsoft Dynamics 365 CRM.
🔄
Keep contact records up to date
Automatically update contact information in MessageBird whenever a contact record changes in Microsoft Dynamics 365 CRM.
Add contacts to groups automatically
Add newly created Microsoft Dynamics 365 CRM contacts directly to specific customer groups in MessageBird without manual importing.
📊
Handle later case status updates
Trigger follow-up text messages in MessageBird whenever a case or opportunity status is updated in Microsoft Dynamics 365 CRM.
🔗
Extend your workflow to HubSpot
Connect Microsoft Dynamics 365 CRM and MessageBird with HubSpot to create contacts, send SMS messages, and sync deals in one pipeline.
And much more...

Who is MessageBird + Microsoft Dynamics 365 CRM integration for?

Sales and support teams managing customer communications through Microsoft Dynamics 365 CRM find manual messaging slow and error-prone, making automated workflows essential for timely follow-ups.

Sales Managers
Sales Managers
Support Agents
Support Agents
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Sales Representatives
Sales Representatives
Operations Teams
Operations Teams
📈
Sales Managers
You're tracking communication metrics across channels but your messaging logs only update when someone manually exports records, so the response counts you're reviewing are always a few hours behind — with this integration, every new message lands instantly and your data stays current.
Support Agents
You need to act fast on incoming customer tickets and leads, but manual notification delays mean you find out about urgent requests too late — with this integration, every new case triggers instant SMS alerts so your team responds immediately.
🤝
Account Managers
You answer to clients who want to see rapid progress on their support cases and inquiries, but tracking updates manually causes frustrating delays — with this integration, every status change updates records automatically and keeps clients informed.
📞
Customer Support Teams
The volume of incoming support requests is too high for anyone to keep up by hand, leading to missed messages and delayed replies — with this integration, every interaction is tracked and notified automatically without manual effort.
🔄
Sales Representatives
You own the next step in the pipeline and depend on upstream hand-offs to reach out to new leads, but manual notification bottlenecks stall your outreach — with this integration, every new lead triggers immediate SMS notification so you never miss an opportunity.
📋
Operations Teams
You need a reliable history of all customer communications for auditing and review, but manual logging always leaves gaps in your database — with this integration, every communication event is recorded accurately without missing a single entry.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + MessageBird

Build and manage your Microsoft Dynamics 365 CRM + MessageBird automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + MessageBird with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect MessageBird to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect MessageBird to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build custom multi-step automations connecting apps like HubSpot, Salesforce, and Zendesk.
Can I automatically send SMS messages when new leads are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect MessageBird, Microsoft Dynamics 365 CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for MessageBird and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does MessageBird handle contact data in this integration?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM contacts and leads synchronized?
Frequently Asked Questions
Do I need coding skills to automate MessageBird and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the MessageBird and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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