Microsoft Dynamics
SMSGlobal
zapier

An automated workflow using zapier

Connects Microsoft Dynamics + SMSGlobal

Welcome new Microsoft Dynamics 365 CRM opportunities with SMS messages from SMSGlobal

About this workflow template

This automation scenario allows you to connect Microsoft Dynamics and SMSGlobal

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

How it works?

When this trigger fires in Microsoft Dynamics

Microsoft Dynamics

New Opportunity in Microsoft Dynamics

Triggers when a new opportunity is created.

Then this action happens in SMSGlobal

SMSGlobal

Send an SMS in SMSGlobal

Sends an SMS to a valid number.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Welcome new Microsoft Dynamics 365 CRM opportunities with SMS messages from SMSGlobal.

Part I

Configure Applications

First, we need to connect Microsoft Dynamics and SMSGlobal to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Microsoft Dynamics to Zapier.

    Give Zapier access to your Microsoft Dynamics account, using Microsoft Dynamics credentials.

  • Connect SMSGlobal to Zapier.

    Connect SMSGlobal to Zapier.

    Give Zapier access to your SMSGlobal account, using SMSGlobal credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Microsoft Dynamics

    Choose the following trigger: New Opportunity (Triggers when a new opportunity is created.).

  • Then set up an Action for SMSGlobal

    Then set up an Action for SMSGlobal

    Choose this action: Send an SMS (Sends an SMS to a valid number.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Microsoft Dynamics and SMSGlobal.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Welcome new Microsoft Dynamics 365 CRM opportunities with SMS messages from SMSGlobal!

Supported triggers and actions

  • Microsoft Dynamics

    New contact

    Triggers when a new contact is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Dynamics

    New lead

    Triggers when a new lead is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Dynamics

    New opportunity

    Triggers when a new opportunity is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Dynamics

    New account

    Triggers when a new account is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Dynamics

    Updated opportunity

    Triggers when an opportunity has been updated.

    zapier
    triggerbyzapier
  • Microsoft Dynamics

    Updated lead

    Triggers when a lead has been updated.

    zapier
    triggerbyzapier
  • SMSGlobal

    Send an sms

    Sends an SMS to a valid number.

    zapierintegromat
    actionbyzapierintegromat
  • SMSGlobal

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • SMSGlobal

    New incoming sms

    Triggers when a new SMS is received.

    zapier
    triggerbyzapier
  • SMSGlobal

    Watch new incoming sms

    Triggers when a new incoming SMS is received. Requires a dedicated virtual number.

    integromat
    triggerbyintegromat

Apps you need

Microsoft Dynamics

Microsoft Dynamics

CRM

An intelligent cloud tool for unifying CRM and ERP data

Microsoft Dynamics is an adaptable, customer-focused ERP and CRM application accessible on any device. Connect with your customers and improve business processes with ease.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.