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Integrate Microsoft Dynamics CRM with Textline

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Textline

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About Microsoft Dynamics CRM

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.

About Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

Textline Integrations

Best ways to Integrate Microsoft Dynamics CRM + Textline

  • Microsoft Dynamics CRM Integration Textline Integration

    Microsoft Dynamics CRM + Textline

    Create or update Contact to Textline from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Textline Integration Create or update Contact
  • Microsoft Dynamics CRM Integration Textline Integration

    Microsoft Dynamics CRM + Textline

    Send Message in Textline when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Textline Integration Send Message
  • Microsoft Dynamics CRM Integration Textline Integration

    Microsoft Dynamics CRM + Textline

    Update Agent Status in Textline when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Textline Integration Update Agent Status
  • Microsoft Dynamics CRM Integration Textline Integration

    Microsoft Dynamics CRM + Textline

    Send Announcement in Textline when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Textline Integration Send Announcement
  • Microsoft Dynamics CRM Integration Textline Integration

    Microsoft Dynamics CRM + Textline

    Send Survey in Textline when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Textline Integration Send Survey
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Textline in easier way

It's easy to connect Microsoft Dynamics CRM + Textline without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Contact Message

    Triggers when a new contact message is created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Textline Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Textline as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Textline.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Textline

In today’s business world, communication is very important. Communication implies the way you speak to your customers and the way you speak about your company. A business will be successful only if it can communicate effectively with its customers. In this article, I am going to talk about a product that helps businesses communicate effectively with their customers – Textline – and also a product – Microsoft Dynamics CRM – that helps businesses manage their communication. I will try to highlight how these two products integrate together to make a business more efficient in communicating with its customers.

Textline is a mobile messaging application that allows businesses to send free messages to their customers through SMS/MMS. Businesses can use this app for sending out text messages to their customers in order to remind them of their appointments, or for sending out promotional texts to attract new clients. The best part is that this app is absputely free for the users. Users are required to sign up on the Textline website, which is very easy to use. Once the user is registered, they are ready to start using Textline. This app allows users to send text messages right from their phones. Textline makes it easy for users to communicate with their customers even when they are not in the office. It is important for businesses to have constant communication with its customers, so that they do not miss out on any opportunities.

Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage their customer information with utmost ease. This software enables businesses to track customer information such as email IDs, phone numbers, contact persons, etc. Moreover, this software enables businesses to create different types of documents based on the customer’s requirement. For example, if one customer wants more information about a certain product, he/she can simply open the document of the product and get all the necessary information about it. Microsoft Dynamics CRM offers more than 20 languages and has integration with more than 20 third party applications. Using this software, businesses can easily manage their online presence, marketing campaigns, IT sputions, human resource management, business intelligence, mobility sputions, etc.

As mentioned before, Textline is an application that facilitates communication between businesses and their customers through SMS/MMS. Textline enables businesses to send text messages to their customers in order to attract new clients while also reminding them of their appointments. It also allows businesses to send promotional texts while informing their existing clients about special deals. This application is very useful for businesses since it reduces the overall effort applied by businesses for communicating with their customers. On the other hand, Microsoft Dynamics CRM is a customer relationship management software that enables businesses to manage their customer information in an efficient manner. It also helps businesses track their sales statistics and performance of sales executives. Overall, both these products work together in an effective manner to provide better services for businesses and enable them to manage their communications efficiently.

The process to integrate Microsoft Dynamics CRM and Textline may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.