Microsoft Dynamics 365 CRM + Octopush SMS Integration

Integrate Microsoft Dynamics 365 CRM to Octopush SMS in one click, or tell Integrately AI how you want each lead handled. Send instant text alerts, update your CRM records, notify your sales team, and trigger follow-ups automatically.

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1.
  • 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
  • Octopush SMS
    SMS is received in Octopush SMS Instant
  • Octopush SMS
    SMS is delivered in Octopush SMS Instant
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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
  • Octopush SMS
    Send SMS in Octopush SMS
  • Octopush SMS
    Send an alert (premium SMS) in Octopush SMS
  • Octopush SMS
    Create contact in Octopush SMS

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Octopush SMS Integration

Capture leads, send text alerts, keep contact records updated, notify your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Octopush SMS Integration

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

Keep your customer data synchronized across messaging, email, spreadsheets, and support tools once your core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Octopush SMS
+
Microsoft OutlookMicrosoft Outlook (4)
+
Microsoft ExcelMicrosoft Excel (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
ZendeskZendesk (4)
M
M
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Create a Microsoft Outlook contact for every new Microsoft Dynamics 365 CRM lead, and send an alert via Octopush SMS
New Microsoft Dynamics 365 CRM leads appear in Microsoft Outlook as a new contact and trigger an instant text alert through Octopush SMS.
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M
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Send an email in Microsoft Outlook when an SMS is received in Octopush SMS, and update the contact in Microsoft Dynamics 365 CRM
Incoming SMS messages in Octopush SMS trigger an email in Microsoft Outlook and update the contact record in Microsoft Dynamics 365 CRM.
M
M
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Create a contact in Microsoft Outlook when a Microsoft Dynamics 365 CRM contact is updated, and send an SMS via Octopush SMS
Updated Microsoft Dynamics 365 CRM contacts refresh your Microsoft Outlook address book and trigger an alert via Octopush SMS.
M
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Send an SMS via Octopush SMS when a Microsoft Dynamics 365 CRM case is created, and email the support team in Microsoft Outlook
New support cases in Microsoft Dynamics 365 CRM trigger an alert via Octopush SMS and an email notification in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Octopush SMS

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
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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Octopush SMS
Octopush SMS Triggers & Actions
Instant
SMS is received in Octopush SMS
Triggers the automation when a new text message is received
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Instant
SMS is delivered in Octopush SMS
Triggers the automation when an SMS is successfully delivered
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Send SMS in Octopush SMS
Sends a new sms
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Send an alert (premium SMS) in Octopush SMS
Sends a premium sms alert
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Create contact in Octopush SMS
Adds a new contact to the database
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What can you automate with Microsoft Dynamics 365 CRM + Octopush SMS?

Streamline your customer communication and CRM workflows with powerful automated triggers and actions.

What you can automate?
🚀
Trigger instant text alerts for new CRM leads
Send a personalized SMS via Octopush SMS the moment a new lead is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without waiting for manual outreach.
📋
Capture every submitted lead field accurately
Map all custom attributes from your Microsoft Dynamics 365 CRM records directly into your messaging workflows. Ensure personalized SMS campaigns receive precise data.
🔔
Notify your sales team the second deals happen
Alert sales reps via SMS whenever opportunities are created or updated in Microsoft Dynamics 365 CRM. Keep your entire team aligned on fast-moving deals.
🔀
Route communications based on submitted criteria
Send different SMS messages or alerts depending on lead tier, account value, or region submitted in Microsoft Dynamics 365 CRM. Tailor outreach to fit customer segments.
🔄
Keep your CRM records synchronized continuously
Update contact and account records in Microsoft Dynamics 365 CRM automatically whenever incoming SMS replies are received in Octopush SMS.
🛡️
Prevent duplicate contacts and records
Search existing database entries before creating new records in Microsoft Dynamics 365 CRM from incoming SMS interactions. Maintain a clean and organized database.
⚙️
Handle later status changes and support cases
Trigger automated SMS notifications when support cases or sales quotes are updated in Microsoft Dynamics 365 CRM. Keep clients informed throughout their journey.
🌐
Extend your workflow to external applications
Connect your core automation to tools like Microsoft Outlook or Microsoft Excel to log communications and spreadsheets seamlessly.
And much more...

Who is Microsoft Dynamics 365 CRM + Octopush SMS integration for?

Connecting Microsoft Dynamics 365 CRM to Octopush SMS helps sales, support, and marketing teams eliminate manual messaging bottlenecks and engage clients instantly.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success teams
Client success teams
High-volume sales teams
High-volume sales teams
Pipeline coordinators
Pipeline coordinators
CRM administrators
CRM administrators
📈
Sales operations managers
You're tracking CRM performance metrics across dashboards, but lead notification delays mean your conversion figures are always hours behind — with this integration, every new lead triggers an instant text alert and your pipeline metrics stay current.
⚡
Account executives
You need to respond to high-intent inbound prospects immediately, but manual notification delays cause you to reach out too late — with this integration, every new opportunity triggers an instant SMS so you can connect while interest is high.
🤝
Client success teams
You answer to key clients who expect immediate updates on support cases and project milestones, but manual tracking leaves them waiting — with this integration, every case update sends an instant SMS update straight to stakeholders.
📊
High-volume sales teams
The volume of inbound leads coming into your CRM is too high for anyone to keep up with by hand, leading to missed follow-ups — with this integration, every new contact triggers automated SMS messaging without manual effort.
🔄
Pipeline coordinators
You own the outreach stage and depend on upstream CRM record creation to hand over new prospects, but manual handoffs cause friction — with this integration, every new lead record instantly triggers your outreach sequence.
🛡️
CRM administrators
You need a reliable audit history of customer communications, but keep finding gaps where manual text logs were forgotten — with this integration, every SMS interaction is automatically logged against the correct CRM record.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Octopush SMS

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

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Connect Microsoft Dynamics 365 CRM + Octopush SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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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 Microsoft Dynamics 365 CRM to Octopush SMS?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Octopush SMS in just 1 click using ready templates or Integrately AI. Bring in tools like Microsoft Outlook, Microsoft Excel, and Mailchimp to expand your workflow easily.
Can I automatically send an SMS via Octopush SMS when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Octopush SMS, and Microsoft Outlook?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Octopush SMS?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
Can Octopush SMS trigger actions when incoming messages arrive?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Octopush SMS?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Octopush SMS integration free?
Frequently Asked Questions
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