Microsoft Dynamics 365 CRM + TextMagic Integration

Integrate Microsoft Dynamics 365 CRM to TextMagic in one click, or tell Integrately AI how you want each lead handled. Capture new leads, send instant text alerts, update contact records, 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
  • TextMagic
    Incoming message is received in TextMagic Instant
  • TextMagic
    Missed an incoming call in TextMagic Instant
  • TextMagic
    Incoming call is received in TextMagic Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic Instant
Arrow Right
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
  • TextMagic
    Send message in TextMagic
  • TextMagic
    Create contact in TextMagic
  • TextMagic
    Add contact to list in TextMagic
  • TextMagic
    Search contact in TextMagic
  • TextMagic
    Remove contact from list in TextMagic
  • TextMagic
    Lookup phone in TextMagic
  • TextMagic
    Lookup email in TextMagic
  • TextMagic
    Set custom field value in TextMagic
  • TextMagic
    Change forwarding number in TextMagic
  • TextMagic
    Create list in TextMagic
  • TextMagic
    Search list in TextMagic

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

Capture leads, send instant messages, update contact records, notify your team, and trigger follow-ups, all in just one click.

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

Create TextMagic 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 TextMagic 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 TextMagic.

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 + TextMagic Integration

Send TextMagic 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 TextMagic 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 - TextMagic 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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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 + TextMagic flow

Extend your automation stack with CRM, email, scheduling, payment, and messaging tools to keep your entire workflow connected. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
TextMagic
+
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (4)
+
HubSpotHubSpot (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
SlackSlack (3)
M
T
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When a new lead is created in Microsoft Dynamics 365 CRM, send a text message via TextMagic and update the lead record.
New Microsoft Dynamics 365 CRM leads trigger an instant TextMagic text message while updating your CRM records automatically.
M
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When a contact is updated in Microsoft Dynamics 365 CRM, send an alert in TextMagic and search the contact account.
Contact updates in Microsoft Dynamics 365 CRM instantly trigger TextMagic notifications and search account records.
M
T
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When an opportunity is created in Microsoft Dynamics 365 CRM, send a welcome text in TextMagic and create a follow-up case.
New opportunities in Microsoft Dynamics 365 CRM trigger TextMagic welcome texts and create support cases automatically.
M
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Use Claude to evaluate Microsoft Dynamics 365 CRM lead data, send a TextMagic alert, and update the lead.
Claude reviews new Microsoft Dynamics 365 CRM leads, triggers TextMagic messages, and updates CRM records.

Supported triggers and actions for Microsoft Dynamics 365 CRM and TextMagic

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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TextMagic
TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
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Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
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Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
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Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
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Send message in TextMagic
Delivers a message to a designated recipient
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Create contact in TextMagic
Adds a new contact to the database
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Add contact to list in TextMagic
Adds a new contact to a list
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Search contact in TextMagic
Finds and retrieves contact information
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Remove contact from list in TextMagic
Removes a particular contact from a designated list
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Lookup phone in TextMagic
Retrieves contact information associated with a phone number
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Lookup email in TextMagic
Searches for and retrieve email addresses based on particular criteria
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Set custom field value in TextMagic
Sets a custom field value
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Change forwarding number in TextMagic
Updates the phone number that all incoming calls are forwarded to
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Create list in TextMagic
Generates a new list
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Search list in TextMagic
Scans and retrieves results for a particular list
Try it →

What can you automate with Microsoft Dynamics 365 CRM + TextMagic?

Streamline your customer communications by connecting Microsoft Dynamics 365 CRM triggers directly to automated TextMagic actions.

What you can automate?
🚀
Send instant text messages on new lead creation
Trigger an immediate TextMagic text message the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring rapid prospect engagement without manual outreach.
📋
Capture every submitted field and contact detail
Map complete contact names, phone numbers, and custom fields from Microsoft Dynamics 365 CRM into your TextMagic messages for personalized communication.
🔔
Notify the right team member instantly
Alert sales reps via TextMagic whenever new Microsoft Dynamics 365 CRM opportunities or support cases are created in your account.
🔀
Route messages based on submitted criteria
Send different TextMagic templates or notifications depending on specific lead tiers or account types submitted in Microsoft Dynamics 365 CRM.
🔄
Keep contact records updated as details change
Synchronize information seamlessly by updating TextMagic contact lists whenever Microsoft Dynamics 365 CRM records are modified.
🔍
Search and verify existing contacts before messaging
Lookup phone numbers and email addresses in TextMagic to prevent duplicate entries before sending automated updates.
📌
Handle later status changes and updates
Send automated TextMagic follow-ups whenever Microsoft Dynamics 365 CRM cases, quotes, or sales orders are updated.
🌐
Extend your workflow to Slack
Trigger Microsoft Dynamics 365 CRM actions and TextMagic messages while posting real-time activity updates directly to your Slack channel.
And much more...

Who is Microsoft Dynamics 365 CRM + TextMagic integration for?

Connecting Microsoft Dynamics 365 CRM and TextMagic automates communication workflows, keeping customer records updated and eliminating manual outreach delays for busy teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations teams
Operations teams
Project managers
Project managers
Finance teams
Finance teams
📈
Performance marketers
You're managing lead acquisition in Microsoft Dynamics 365 CRM, but campaign outreach only reaches your messaging tool after manual exports, so your response timing is always delayed — automating both apps means every new lead triggers an instant TextMagic message and keeps your pipeline current.
Sales reps
You're tracking opportunities in Microsoft Dynamics 365 CRM, but urgent prospect inquiries sit unnoticed until someone checks the dashboard, so prospective clients slip away — with this integration, incoming prospect alerts reach TextMagic instantly so you can respond without delay.
🤝
Account managers
You're logging client updates in Microsoft Dynamics 365 CRM, but stakeholders miss critical progress notes without manual follow-up emails, so communication gaps form — automating both apps means clients receive timely updates via TextMagic automatically.
📊
Operations teams
You're handling high-volume contacts in Microsoft Dynamics 365 CRM, but manual text notifications cannot keep pace with incoming records, so customer follow-ups stall — with this integration, every contact update triggers automated TextMagic alerts immediately.
🎯
Project managers
You're waiting on customer details in Microsoft Dynamics 365 CRM before dispatching field teams, but notification handoffs are slow, so project kickoffs are delayed — automating both apps means instant TextMagic notifications dispatch your team the moment records are created.
🗂️
Finance teams
You're recording payment statuses in Microsoft Dynamics 365 CRM, but billing confirmations rely on manual reminders, so follow-up records contain gaps — with this integration, every account update logs accurately and triggers instant TextMagic confirmations.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + TextMagic

Build and manage your Microsoft Dynamics 365 CRM + TextMagic 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 + TextMagic 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to TextMagic?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to TextMagic easily using 1-click ready workflows or Integrately AI. With 42,000+ active users and support for HubSpot, Slack, and Microsoft Outlook, setting up your integration takes minutes.
Can I automatically send text messages when new leads are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, TextMagic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and TextMagic?
Frequently Asked Questions
How are contact updates handled between Microsoft Dynamics 365 CRM and TextMagic?
Frequently Asked Questions
Can I update TextMagic contact lists from Microsoft Dynamics 365 CRM records?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and TextMagic?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and TextMagic integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or TextMagic With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
TextMagic
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Sync TextMagic with marketing, support, and scheduling tools to keep communication workflows running across your stack.
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