Connect Microsoft Dynamics 365 CRM and Twilio to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Twilio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Call Phone" in Twilio.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Twilio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Connect Microsoft Dynamics 365 CRM and Twilio to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Twilio on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Twilio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Twilio
How can I integrate Microsoft Dynamics 365 CRM with Twilio?
You can integrate Microsoft Dynamics 365 CRM with Twilio by using our platform. We offer specific triggers, such as 'New Lead' or 'Updated Contact' in Dynamics 365, which can prompt actions like 'Send SMS' or 'Make a Call' in Twilio.
What are the common triggers available for integrating Dynamics 365 with Twilio?
Common triggers include when a new lead is created, an existing contact is updated, or a case status changes in Dynamics 365. These actions initiate corresponding activities in Twilio, such as sending an SMS or creating a voice call.
Which actions can be performed in Twilio from Dynamics 365 triggers?
Using Dynamics 365 triggers, you can perform actions like sending SMS notifications, initiating voice calls, and recording audio messages in Twilio.
Is real-time communication between Dynamics 365 and Twilio possible?
Yes, real-time communication is possible through immediate triggers from Dynamics 365 that execute actions in Twilio without delay.
Can I customize the messages sent through Twilio when triggered by Microsoft Dynamics?
Yes, you can customize the content of messages sent via Twilio using information from the Dynamics 365 records that triggered them. This helps ensure communications are personalized and contextually relevant.
Do I need coding skills to set up an integration between these two services?
No coding skills are required to set up this integration on our platform. We provide user-friendly interfaces to configure workflows between Microsoft Dynamics 365 and Twilio quickly and easily.
How do errors get handled during the integration process between these platforms?
We have built-in error handling mechanisms that log any failures during trigger execution or action performance. Notifications will also alert users if issues arise during the integration process, ensuring transparency and quick resolution.
