Microsoft Dynamics CRM + CM Integrations
Integrate Microsoft Dynamics CRM with CM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Microsoft Dynamics CRM to CM integration helps boost your business’ efficiency.
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Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Read MoreCM is a dynamic message routing platform that automatically delivers your messages via Push, SMS, or voice. It helps you engage with your target audience through mobile communication.
CM IntegrationsIt's easy to connect Microsoft Dynamics CRM + CM without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers when a new account is created.
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New CaseTriggers when a new case is created.
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New ContactTriggers when a new contact is created.
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New InvoiceTriggers when a new invoice is created.
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New LeadTriggers when a new lead is created.
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New TaskTriggers when a new task is created.
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Updated LeadTriggers when a lead is updated.
- Actions
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Create AccountCreates a new account.
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Create CaseCreates a new case.
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Create ContactCreates a new contact.
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Create LeadCreates a new lead.
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Create NoteCreate Note
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Create OpportunityCreates a new Opportunity.
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Update CaseUpdates an existing case.
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Update TaskUpdates an existing task
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