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Integrate Microsoft Dynamics CRM with Twilio

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

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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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

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Best ways to Integrate Microsoft Dynamics CRM + Twilio

  • Microsoft Dynamics CRM Integration Twilio Integration

    Microsoft Dynamics CRM + Twilio

    Send SMS in Twilio when New Contact is created in Microsoft Dynamics CRM Read More...
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  • Microsoft Dynamics CRM Integration Twilio Integration

    Microsoft Dynamics CRM + Twilio

    Call Phone in Twilio when New Contact is created in Microsoft Dynamics CRM Read More...
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  • Microsoft Dynamics CRM Integration Twilio Integration

    Microsoft Dynamics CRM + Twilio

    Send SMS in Twilio when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Twilio Integration Send SMS
  • Microsoft Dynamics CRM Integration Twilio Integration

    Microsoft Dynamics CRM + Twilio

    Call Phone in Twilio when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Twilio Integration Call Phone
  • Microsoft Dynamics CRM Integration Twilio Integration

    Microsoft Dynamics CRM + Twilio

    Send SMS in Twilio when New Account is created in Microsoft Dynamics CRM Read More...
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    When this happens...
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    Twilio Integration Send SMS
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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Connect Microsoft Dynamics CRM + Twilio in easier way

It's easy to connect Microsoft Dynamics CRM + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    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

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

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

How Microsoft Dynamics CRM & Twilio 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 Twilio 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 Twilio.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Twilio

Microsoft Dynamics CRM

Twilio

Integration of Microsoft Dynamics CRM and Twilio

Benefits of Integration of Microsoft Dynamics CRM and Twilio

Introduction

Microsoft Dynamics CRM is a web-based application used for customer relationship management. It is a popular software for sales, marketing, service, field service, and support. The spution provides organizations with the tops needed to coordinate internal staffs and customers in order to create an efficient working environment that maximizes profitability. The spution takes care of the client’s needs; thus, making them happy. In the fplowing paragraphs you can find out more about the software as well as learn how it can be used with Twilio.

Microsoft Dynamics CRM is an enterprise-level software designed to manage large amounts of data such as interaction history between clients and employees, opportunity management, product catalogs, and campaign management. It also allows organizations to create custom business processes by integrating with other systems. Moreover, it enables users to have a comprehensive view of their clients.

Twilio is a cloud communications company based in San Francisco. It offers a platform for building communications into web, mobile and internal applications. The platform includes APIs (application programming interfaces. including voice, messaging, video, authentication, and internationalization. By using Twilio’s platform companies can quickly build communication functionality for their own applications or extend their existing applications with communication capabilities. Twilio has over 1,100 employees and 16 offices around the globe. The company has raised $230 million from venture capital firms such as Bessemer Venture Partners, NEA, Redpoint Ventures, Salesforce Ventures, SV Angel and Union Square Ventures. Twilio was founded by Jeff Lawson and Evan Cooke in June 2008.[1]

Integration of Microsoft Dynamics CRM and Twilio

The integration of Microsoft Dynamics CRM and Twilio is possible by using the Twilio Programmable SMS API in order to send messages to people who are not currently working in a contact’s organization. Let us explore how this can be done. We will mainly focus on the flow of integration between these two technpogies. The main objective of this integration is to understand how easy it is to setup an integration and what are the benefits of using this kind of integration in order to engage with your clients in a new way. You will also learn the benefits that companies can gain from this type of integration. We will explain how to create an integration between them in order to send SMS to clients who are not working within your clients’ organization. We will use examples on how to do this using both Microsoft Dynamics CRM as well as Twilio platforms.

Using Microsoft Dynamics CRM. Create a new lead record through a web form or manually enter a number and fax number for the lead record. This information will be used for the SMS delivery. You can then filter leads by assigning them to a campaign or create a new campaign record and assign leads to that campaign record. The campaign will have rules which will be triggered when the lead record meets certain criteria. For example, if the lead record is assigned to an existing campaign and the lead fills out a form online asking for additional information such as credit card number or license plate number it will trigger the rule and send an SMS message about the new lead record (see figure below.

Using Twilio. You must get a phone number that can receive SMS messages and make sure that it can be routed to your account (see figure below. You should also make sure that you have created a new number in your account that can be used by your application. If you have any numbers already associated with your account you can add more numbers to your account by going to “Account Settings” – “Numbers” (see figure below. and clicking on “Add Number” button (see figure below. There you can enter more numbers that you want to associate with your account and click on “Update Number” button (see figure below.

Create a new web form in which you would like your users to enter their numbers or manually enter them if you need to do so. In order to send an SMS message we need to create a new webhook for our application or use our existing one (see figure below. When creating a new webhook you need to select the “SMS” option under the “Incoming Webhooks” section (see figure below. For example, if you want your users to enter their numbers on the web form you need to make sure they are entering valid phone numbers that will not bounce back when attempting to send an SMS message. If someone enters any invalid phone numbers or an empty field in the web form then it will fail sending an SMS message. On your web form make sure that you have selected the “SMS” option under the “Form Type” option (see figure below. After selecting this option click on the “Save Settings” button (see figure below. In order for fully automate sending an SMS message we need to create a new campaign or use an existing one where we would like our leads to be assigned after they fill out our form online (see figure below. We should also add some rules on our campaign which will trigger sending an SMS message when the lead record meets some criteria such as filling out our web form asking for additional information or adding their credit card number on the form (see figure below. To create a new rule we need to go to “Campaigns” section – “My Campaigns” – “Your Campaign Name” – “Rules” (see figure below. From there we need to click on “New Rule” button (see figure below. and then choose “Apply This Rule When…” option (see figure below. After doing that we need to choose “Lead Status Changed” option under “Conditions” section (see figure below. and click on “Save New Rule” button (see figure below. Now we need to choose “Send A Message” option under “Set Actions To Take” section (see figure below. and click on “Save New Rule” button (see figure below. On this step you can enter the text that you want it to be sent as well as enter additional variables such as {LeadID} which is automatically populated with the ID of the lead record when sending a message (see figure below. Now when someone fills out our web form and clicks on the submit button he/she will receive an SMS message containing the text entered into our web form by default (see figure below. In order to change this default text you need to go back into our webform settings, select the menu item next to “Form Type” option, select the menu item next to “Form Message” option and change the value under it (see figure below. We can also change the sender name or number by going into our Twilio account, selecting the menu item next to “Numbers” option, choosing the menu item next to “Number Name/ID/Label” option, changing its value under it (see figure below. and saving changes by clicking on “Update Number” button (see figure below. If you wish your users could know who sent SMS messages and what their content was before opening them you can enable read receipts for your users by going back into our Twilio account, selecting the menu item next to “Settings” option, choosing the menu item next to “Basic Settings” option, choosing “Viewing enabled” option under “Message Settings” section (see figure below), selecting “Yes” under “Require Viewing Enabled” option (see figure below), selecting “Yes” under “Delivery Receipts Enabled” option (see figure below. and saving changes by clicking on “Update Settings” button (see figure below. With these options enabled now users who receive SMS messages directly from Twilio can see who sent them an SMS message before even opening it. They are also able to see if they have read or unread messages in their inbox by looking at their phone screens. Although receiving read receipts may come handy in many situations, it may also become annoying especially if someone sends you unwanted SMS messages from various unknown

The process to integrate Microsoft Dynamics CRM and Twilio 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.