Microsoft Dynamics 365 CRM + TextMagic Integration

Connect Microsoft Dynamics 365 CRM to TextMagic - Automate your workflows in 1-click

Make use of Microsoft Dynamics 365 CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up TextMagic automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Skip the manual back and forth! Easily automate the flow of data between Microsoft Dynamics 365 CRM & TextMagic using Integrately.
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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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Microsoft Dynamics 365 CRM + TextMagic Integration
1.
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any quote is updated

  • TextMagic
    Incoming message is received in TextMagic

    Triggers the automation whenever an incoming SMS is received

    Instant
  • TextMagic
    Missed an incoming call in TextMagic

    Triggers the automation whenever an incoming call is missed

    Instant
  • TextMagic
    Incoming call is received in TextMagic

    Triggers the automation whenever an incoming call is received

    Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic

    Triggers the automation whenever a subscriber opts out from further communication

    Instant
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Automatically generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Automatically updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Automatically retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Automatically adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Automatically updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Automatically generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Automatically searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Automatically updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Automatically finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Automatically searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Automatically generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Automatically updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Automatically searches for a case record

  • TextMagic
    Send message in TextMagic

    Automatically deliver a message to a designated recipient

  • TextMagic
    Create contact in TextMagic

    Automatically adds a new contact to the database

  • TextMagic
    Add contact to list in TextMagic

    Automatically adds a new contact to a list

  • TextMagic
    Search contact in TextMagic

    Automatically finds and retrieves contact information

  • TextMagic
    Remove contact from list in TextMagic

    Automatically removes a particular contact from a designated list

  • TextMagic
    Lookup phone in TextMagic

    Automatically retrieves contact information associated with a phone number

  • TextMagic
    Lookup email in TextMagic

    Automatically searches for and retrieve email addresses based on particular criteria

  • TextMagic
    Set custom field value in TextMagic

    Automatically sets a custom field value

  • TextMagic
    Change forwarding number in TextMagic

    Automatically updates the phone number that all incoming calls are forwarded to

  • TextMagic
    Create list in TextMagic

    Automatically generates a new list

  • TextMagic
    Search list in TextMagic

    Automatically scan and retrieve results for a particular list

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Integrate Microsoft Dynamics 365 CRM & TextMagic In 1 Click
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