Connect SMS.to and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Message Is Sent
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use SMS.to and Microsoft Dynamics CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Is Sent
Runs when new message is sent
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create/Update a Contact
Add a new contact in SMS.to
Send SMS
Send SMS to a phone number.
Get Recent Optouts
Get optouts detail that were opted out in last 1hr.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate SMS.to and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your SMS.to and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS.to and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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