Connect touchSMS and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Received
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use touchSMS and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
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
Do thisActions
Action is the task that follows automatically within your touchSMS integrations.
Create Contact
Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.
Send SMS
Send a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
Add Opt-Out Number
Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate touchSMS and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your touchSMS and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how touchSMS 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 touchSMS 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 touchSMS 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 Microsoft Dynamics CRM
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