Microsoft Dynamics 365 CRM + Phone.com Integration

Q: Can I automatically sync new Microsoft Dynamics 365 CRM leads into Phone.com contacts?

Yes, you can automatically add every new lead from Microsoft Dynamics 365 CRM into Phone.com. Start with a ready workflow or build custom flows using Integrately AI.

Q: Can I connect Microsoft Dynamics 365 CRM, Phone.com, and HubSpot?

You can connect Microsoft Dynamics 365 CRM, Phone.com, and HubSpot together in a multi-step automation. Trigger actions across CRM records, phone logs, and HubSpot alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Phone.com?

Integrately is a top-rated choice for Microsoft Dynamics 365 CRM and Phone.com integration, offering 20 million+ ready templates, 24/5 live chat, and 3x to 10x lower cost than most alternatives.

Q: How are lead updates handled between Microsoft Dynamics 365 CRM and Phone.com?

Lead updates in Microsoft Dynamics 365 CRM can trigger contact searches or record updates in Phone.com. There is a ready template available for this exact process.

Q: Can call completion events in Phone.com update Microsoft Dynamics 365 CRM?

Call completion events in Phone.com can automatically update contact records in Microsoft Dynamics 365 CRM. You can start this flow using ready automation templates.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and Phone.com?

You do not need any coding skills to connect Microsoft Dynamics 365 CRM and Phone.com. Use ready templates or ask Integrately AI to build the workflow.

Q: Is the Microsoft Dynamics 365 CRM and Phone.com integration free?

The Microsoft Dynamics 365 CRM and Phone.com integration is available on Integrately with a free forever plan. You can start automating right away.

Integrate Microsoft Dynamics 365 CRM to Phone.com in one click, or tell Integrately AI how you want each lead handled. Log calls, send SMS messages, sync contacts, and trigger follow-ups automatically.

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Contact is updated in Microsoft Dynamics 365 CRM
Sales order is created in Microsoft Dynamics 365 CRM
Member is added to marketing list in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Call is created in Phone.com Instant
Call log record is created in Phone.com Instant
SMS is sent in Phone.com Instant
Call is completed in Phone.com Instant
SMS is recived in Phone.com Instant
Call recording is created in Phone.com Instant

Get marketing list members in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Search marketing list by name in Microsoft Dynamics 365 CRM
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Update contact in Phone.com
Create Contact in Phone.com
Send SMS in Phone.com
Search contact in Phone.com

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Phone.com Integration

Capture leads, log call records, send SMS updates, and keep communications synchronised, all in just one click.

Create Phone.com 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 Phone.com 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 Phone.com.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Phone.com flow

Extend your CRM and phone workflows by connecting scheduling, messaging, marketing, and payment tools. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Microsoft Teams (4)

HubSpot (4)

Calendly (4)

Stripe (4)

Mailchimp (4)

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and send a confirmation email in Microsoft Outlook.

New Microsoft Dynamics 365 CRM leads become Phone.com contacts instantly while Microsoft Outlook notifies your team via email.

When a call is completed in Phone.com, update the contact in Microsoft Dynamics 365 CRM and schedule a follow-up in Microsoft Outlook.

Completed phone calls automatically update Microsoft Dynamics 365 CRM records and schedule calendar events in Microsoft Outlook.

If a contact is created in Microsoft Dynamics 365 CRM, search Phone.com contacts and send a welcome email in Microsoft Outlook.

New CRM contacts trigger a contact search in Phone.com and dispatch a welcome message via Microsoft Outlook.

When an SMS is sent in Phone.com, update the contact in Microsoft Dynamics 365 CRM and log the interaction in Microsoft Outlook.

Outbound text messages update Microsoft Dynamics 365 CRM contact records and log activity in Microsoft Outlook.

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and alert your team channel in Microsoft Teams.

New Microsoft Dynamics 365 CRM leads are added to Phone.com while Microsoft Teams broadcasts an alert to your sales group.

When a call is completed in Phone.com, update the lead in Microsoft Dynamics 365 CRM and notify Microsoft Teams.

Finished calls update lead records in Microsoft Dynamics 365 CRM and post a summary update in Microsoft Teams.

If a contact is updated in Microsoft Dynamics 365 CRM, search Phone.com contacts and post the change in Microsoft Teams.

CRM contact updates trigger a search in Phone.com and post an update to Microsoft Teams.

When an SMS is received in Phone.com, update the contact in Microsoft Dynamics 365 CRM and alert Microsoft Teams.

Incoming text messages update Microsoft Dynamics 365 CRM records and trigger notifications in Microsoft Teams.

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and create a contact in HubSpot.

New Microsoft Dynamics 365 CRM leads are added to Phone.com and registered as contacts in HubSpot.

When a call is completed in Phone.com, update the contact in Microsoft Dynamics 365 CRM and update HubSpot data.

Completed Phone.com calls update contact records in Microsoft Dynamics 365 CRM and refresh HubSpot profiles.

If a contact is updated in Microsoft Dynamics 365 CRM, search Phone.com contacts and update HubSpot.

CRM contact updates trigger a search in Phone.com and sync changes to HubSpot.

When an SMS is sent in Phone.com, create a lead in Microsoft Dynamics 365 CRM and log a task in HubSpot.

Outbound text messages generate new Microsoft Dynamics 365 CRM leads and record follow-up tasks in HubSpot.

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and invite them via Calendly.

New Microsoft Dynamics 365 CRM leads are added to Phone.com and scheduled for meetings through Calendly.

When a call is completed in Phone.com, update the contact in Microsoft Dynamics 365 CRM and schedule a meeting in Calendly.

Finished phone calls update Microsoft Dynamics 365 CRM records and set up booking links in Calendly.

If a contact is created in Microsoft Dynamics 365 CRM, search Phone.com contacts and create a scheduling link in Calendly.

New CRM contacts trigger a Phone.com search and generate booking options in Calendly.

When an SMS is received in Phone.com, update the contact in Microsoft Dynamics 365 CRM and trigger Calendly.

Incoming text messages update Microsoft Dynamics 365 CRM records and prompt scheduling via Calendly.

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and create a customer in Stripe.

New Microsoft Dynamics 365 CRM leads are added to Phone.com and registered as paying profiles in Stripe.

When a call is completed in Phone.com, update the contact in Microsoft Dynamics 365 CRM and check Stripe billing.

Finished calls update Microsoft Dynamics 365 CRM records and verify account standing in Stripe.

If a contact is updated in Microsoft Dynamics 365 CRM, search Phone.com contacts and update Stripe details.

CRM contact updates trigger a Phone.com search and sync billing information in Stripe.

When an SMS is sent in Phone.com, update the contact in Microsoft Dynamics 365 CRM and create an invoice in Stripe.

Outbound text messages update Microsoft Dynamics 365 CRM records and generate billing invoices in Stripe.

Add every new Microsoft Dynamics 365 CRM lead to Phone.com, and add a subscriber in Mailchimp.

New Microsoft Dynamics 365 CRM leads are added to Phone.com and subscribed to email lists in Mailchimp.

When a call is completed in Phone.com, update the contact in Microsoft Dynamics 365 CRM and update Mailchimp.

Finished phone calls update Microsoft Dynamics 365 CRM records and refresh subscriber segments in Mailchimp.

If a contact is updated in Microsoft Dynamics 365 CRM, search Phone.com contacts and update Mailchimp.

CRM contact updates trigger a Phone.com search and sync mailing preferences in Mailchimp.

When an SMS is received in Phone.com, update the contact in Microsoft Dynamics 365 CRM and add a tag in Mailchimp.

Incoming text messages update Microsoft Dynamics 365 CRM records and apply segment tags in Mailchimp.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Phone.com

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Sales order is created in Microsoft Dynamics 365 CRM

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Member is added to marketing list in Microsoft Dynamics 365 CRM

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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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Phone.com Triggers & Actions

Instant

Call is created in Phone.com

Triggers the automation when a new call is created

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Instant

Call log record is created in Phone.com

Triggers the automation when a new call log record is created

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Instant

SMS is sent in Phone.com

Triggers the automation when an SMS is sent

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Instant

Call is completed in Phone.com

Triggers the automation when a call is completed

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Instant

SMS is recived in Phone.com

Triggers the automation when an SMS is received

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Instant

Call recording is created in Phone.com

Triggers the automation when a call recording is created

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What can you automate with Microsoft Dynamics 365 CRM + Phone.com?

Streamline your sales and communication pipelines with automated workflows connecting Microsoft Dynamics 365 CRM and Phone.com.

Get Started For Free

📞

Sync new leads into Phone.com contacts automatically

Turn every new Microsoft Dynamics 365 CRM lead into a Phone.com contact the second it is created, eliminating manual address book updates.

📋

Capture every submitted field and call detail

Map all available contact details and call metadata between Microsoft Dynamics 365 CRM and Phone.com without leaving gaps in your records.

🔔

Alert your team the moment a call finishes

Notify your team in Microsoft Teams or Outlook immediately when a call is completed in Phone.com or a lead is updated.

🔀

Route communications based on lead status

Take different actions in Phone.com or Microsoft Dynamics 365 CRM depending on specific lead fields or call outcomes.

🔄

Keep your CRM updated as calls conclude

Automatically update contact records and opportunity stages in Microsoft Dynamics 365 CRM whenever phone activity occurs.

🔍

Search and update instead of creating duplicates

Verify existing records in Microsoft Dynamics 365 CRM before creating new Phone.com contacts to maintain a clean database.

💬

Automate SMS follow-ups and log messages

Record sent and received SMS messages from Phone.com directly into Microsoft Dynamics 365 CRM to track all touchpoints.

🚀

Extend your workflow to HubSpot or Slack

Connect your core Microsoft Dynamics 365 CRM and Phone.com flow to HubSpot or Microsoft Teams for multi-step execution.

And much more...

Who is Microsoft Dynamics 365 CRM + Phone.com integration for?

Connecting Microsoft Dynamics 365 CRM and Phone.com eliminates manual data entry, keeps communication records accurate, and ensures sales and support teams act on real-time client interactions.

Sales leaders and managers

Support representatives

Client account managers

High-volume operations teams

Sales development representatives

Customer success managers

📈

Sales leaders and managers

You report on pipeline metrics and conversion rates from Microsoft Dynamics 365 CRM, but your call logs are always lagging behind because reps log calls by hand — this integration means every completed call updates your records instantly and your reports stay current.

⚡

Support representatives

You need to act fast when urgent customer issues arise in Phone.com, but finding the corresponding customer file in Microsoft Dynamics 365 CRM takes valuable minutes — with this integration, inbound callers match existing records immediately so you can resolve issues faster.

🤝

Client account managers

You answer to key clients who expect prompt follow-ups after every conversation, but missed call logs leave blind spots in your service history — this integration means every phone interaction is recorded automatically and your client history remains pristine.

📊

High-volume operations teams

The volume of daily leads and customer calls is too high for anyone to keep up by hand, resulting in lost contacts and unreturned messages — automating both apps means every lead and call log populates without manual intervention.

🔄

Sales development representatives

You own the outbound follow-up and depend on marketing teams to hand over clean leads from Microsoft Dynamics 365 CRM into your calling queue — this integration means new prospects appear in your phone system the moment they enter the CRM.

🗂️

Customer success managers

You need a reliable customer history to understand account health, but manual data transfers keep leaving gaps in your records — connecting these apps means every interaction and SMS is captured accurately across platforms.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Phone.com

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Phone.com with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

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

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 Phone.com?

You can connect Microsoft Dynamics 365 CRM to Phone.com instantly using 1-click workflows or by using Integrately AI. It connects your CRM data with tools like Microsoft Outlook, Microsoft Teams, and HubSpot.

Can I automatically sync new Microsoft Dynamics 365 CRM leads into Phone.com contacts?

Can I connect Microsoft Dynamics 365 CRM, Phone.com, and HubSpot?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Phone.com?

How are lead updates handled between Microsoft Dynamics 365 CRM and Phone.com?

Can call completion events in Phone.com update Microsoft Dynamics 365 CRM?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Phone.com?

Is the Microsoft Dynamics 365 CRM and Phone.com integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Phone.com With 1500+ Other Apps

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Popular Phone.com Integrations

Sync Phone.com with customer support, scheduling, and communication platforms to streamline customer interactions.

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Microsoft Dynamics 365 CRM + Phone.com Integration

Integrate Microsoft Dynamics 365 CRM to Phone.com in one click, or tell Integrately AI how you want each lead handled. Log calls, send SMS messages, sync contacts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Phone.com Integration

Capture leads, log call records, send SMS updates, and keep communications synchronised, all in just one click.

Create Phone.com contact for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Phone.com flow

Extend your CRM and phone workflows by connecting scheduling, messaging, marketing, and payment tools. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Phone.com

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Phone.com?

Streamline your sales and communication pipelines with automated workflows connecting Microsoft Dynamics 365 CRM and Phone.com.

Who is Microsoft Dynamics 365 CRM + Phone.com integration for?

Connecting Microsoft Dynamics 365 CRM and Phone.com eliminates manual data entry, keeps communication records accurate, and ensures sales and support teams act on real-time client interactions.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Phone.com

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Phone.com With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Phone.com Integration

Integrate Microsoft Dynamics 365 CRM to Phone.com in one click, or tell Integrately AI how you want each lead handled. Log calls, send SMS messages, sync contacts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Phone.com Integration

Capture leads, log call records, send SMS updates, and keep communications synchronised, all in just one click.

Create Phone.com contact for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Phone.com flow

Extend your CRM and phone workflows by connecting scheduling, messaging, marketing, and payment tools. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Phone.com

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + Phone.com?

Streamline your sales and communication pipelines with automated workflows connecting Microsoft Dynamics 365 CRM and Phone.com.

Who is Microsoft Dynamics 365 CRM + Phone.com integration for?

Connecting Microsoft Dynamics 365 CRM and Phone.com eliminates manual data entry, keeps communication records accurate, and ensures sales and support teams act on real-time client interactions.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Phone.com

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Phone.com With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click