Connect BulkGate and Microsoft Dynamics CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your BulkGate integrations.
Add a Contact
Add a Contact in BulkGate Address Book
Update a Contact
Update an existing contact by its Phone Number
Get a Contact
Get a Contact by Phone Number
Blacklist a Number
Adds a number to blacklist.
Check Blacklisted Number
Check Number is Blacklisted.
Remove a Blacklisted Number
Removes number from black list.
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Step by step guides to integrate BulkGate and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your BulkGate and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how BulkGate 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 BulkGate 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 BulkGate 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 BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
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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