Microsoft Dynamics 365 CRM + Textlocal Integration
Integrate Microsoft Dynamics 365 CRM to Textlocal in one click, or tell Integrately AI how you want each lead handled. Send text messages, update contacts, notify your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Member is added to marketing list in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is updated 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
API message is send in Textlocal- Inbox message is received in Textlocal
- Contact is created in Textlocal
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members 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
- Send SMS in Textlocal
- Create contact in Textlocal
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Ready Workflows for Microsoft Dynamics 365 CRM + Textlocal Integration
Send text messages for new leads, notify team members of updates, sync contacts, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + Textlocal flow
Extend your messaging and CRM data with email notifications, spreadsheets, and team alerts. Pick a combination and activate it in one click.
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Microsoft Outlook (3)
Microsoft Outlook (3) +
Microsoft Excel (3)
Microsoft Excel (3) +
Salesforce (3)
Salesforce (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) M
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Send a Textlocal SMS for every new Microsoft Dynamics 365 CRM lead, and create an event in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads trigger an instant SMS via Textlocal while scheduling a follow-up event in Microsoft Outlook, keeping your sales communications aligned.
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When a Microsoft Dynamics 365 CRM contact is updated, send a Textlocal message and schedule an email in Microsoft Outlook
Updated contact details in Microsoft Dynamics 365 CRM instantly dispatch a Textlocal SMS and queue an email in Microsoft Outlook for your sales reps.
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When a Microsoft Dynamics 365 CRM case is created, send a Textlocal alert and create a task in Microsoft Outlook
New support cases in Microsoft Dynamics 365 CRM trigger a Textlocal SMS notification and create a tracking task in Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Textlocal
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
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Textlocal Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + Textlocal?
Streamline your customer communication, eliminate manual data entry, and keep your messaging perfectly aligned with your CRM records.
💬
Send SMS messages for new CRM leads automatically
Trigger an instant Textlocal SMS the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring your prospects receive immediate outreach.
📋
Capture every submitted contact detail accurately
Map customer names, phone numbers, and company details directly from Microsoft Dynamics 365 CRM into Textlocal without manual typing.
🔔
Alert team members as soon as updates occur
Notify staff members via SMS or team apps whenever high-priority leads or support cases are updated in Microsoft Dynamics 365 CRM.
🔀
Trigger different messages based on lead fields
Send customized Textlocal SMS templates depending on the specific criteria or category submitted in your Microsoft Dynamics 365 CRM records.
🔄
Keep contact information updated across platforms
Automatically update Textlocal contacts whenever corresponding contact details or account profiles change in Microsoft Dynamics 365 CRM.
👥
Create or update records without duplicates
Search existing contacts before creating new entries, ensuring your Textlocal and Microsoft Dynamics 365 CRM databases remain clean.
📦
Handle later status changes and order updates
Send automated SMS notifications when sales orders, opportunities, or support cases move to completed or closed statuses.
🔗
Extend your workflow to team collaboration tools
Connect Microsoft Dynamics 365 CRM and Textlocal with Slack to broadcast successful SMS campaigns and customer responses to your team.
And much more...
Who is Microsoft Dynamics 365 CRM + Textlocal integration for?
Sales managers, support teams, and operations professionals use this integration to eliminate manual messaging and keep CRM records completely synchronized.
Sales managers
Support agents
Account executives
Operations coordinators
Customer success reps
CRM administrators
📈
Sales managers
You review pipeline numbers daily, but leads sit waiting for manual text follow-ups while your reports stay outdated — with this integration, every new lead triggers an instant Textlocal SMS and your CRM pipeline stays completely current.
⚡
Support agents
You need to respond to customer inquiries immediately, but checking case queues manually means clients find out about issue updates hours too late — with this integration, every new case triggers a Textlocal alert and your response times drop.
🤝
Account executives
You answer to clients who expect rapid communication after every meeting, but juggling CRM updates and phone notifications leads to missed check-ins — with this integration, every account change sends an instant text and keeps clients informed.
📊
Operations coordinators
The volume of new leads and orders is too high for anyone to keep up by hand, resulting in delayed texts and untracked contacts — with this integration, every transaction automatically dispatches SMS messages and updates records instantly.
👥
Customer success reps
You own the onboarding stage and depend on upstream sales reps to hand over client details before sending welcome texts — with this integration, every new CRM entry automatically triggers your welcome SMS without manual handoffs.
🗂️
CRM administrators
You need a reliable communication history across platforms, but manual text logging leaves frequent gaps in your customer profiles — with this integration, every message and contact update syncs automatically between your apps.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Textlocal
Build and manage your Microsoft Dynamics 365 CRM + Textlocal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Textlocal 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.
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
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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Textlocal?
You can connect Microsoft Dynamics 365 CRM to Textlocal in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, Microsoft Outlook, and Google Drive.
Can I automatically send SMS messages when a new lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, Textlocal, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Textlocal?
How do contact updates in Microsoft Dynamics 365 CRM sync with Textlocal?
Can I trigger Textlocal SMS notifications for Microsoft Dynamics 365 CRM support cases?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Textlocal?
Is the Microsoft Dynamics 365 CRM and Textlocal integration free?
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