Integrate Colligso TextIn with Microsoft Dynamics CRM

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

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About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

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.

Want to explore Colligso TextIn + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Colligso TextIn + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Colligso TextIn + Microsoft Dynamics CRM in easier way

It's easy to connect Colligso TextIn + Microsoft Dynamics CRM 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.

  • Actions
  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • 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

How Colligso TextIn & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Colligso TextIn 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 Microsoft Dynamics CRM 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 Colligso TextIn to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Colligso TextIn and Microsoft Dynamics CRM

  • Cpligso TextIn?
  • Microsoft Dynamics CRM?

  • Integration of Cpligso TextIn and Microsoft Dynamics CRM
  • Benefits of Integration of Cpligso TextIn and Microsoft Dynamics CRM
  • You can also create charts to show data in an organized way. Charts are great for summarizing information. For example, you can use them to show the sales of an organization for a period of time. Make sure to include the source of your data, and if you have any graphs or figures, do not forget to attach them.

    Fplow these steps to create a chart:

    Select the type of chart you want to create. A pie chart is a common one. You have two types of pie charts. stacked and not stacked. In the stacked graph, each segment has its own category; it is also called a “multi-segment” graph. The non-stacked version displays all the categories on one line. You can also choose bar chart, line chart, or circle chart.

    Create a title for your chart. It should be short and concise.

    Add a label for the x-axis and the y-axis. It will be easier for readers to understand your data if it goes in the right direction. The x-axis labels should be the same as the title of your chart, but the y-axis label should be longer to accommodate for the data. For example, if your title is “Sales for 2016”, you can label the x-axis as “Year” and the y-axis as “Sales Amount”. If you are using numbers for your labels, make sure that you spell out the numbers and put a comma after every three digits.

    Add data to your chart. If the data is small, it will be easy to add it manually; otherwise, you can use the “add table” button under “chart elements”. In order to make sure that you are adding data correctly, you can use the “show values” option to see what you have written already. This will help you organize your data properly. After you are satisfied with your data, click on “save” and “finish”.

    Cplaboration is easy when using Microsoft Word Online for cplege because you can easily share your work with other students. For example, if you need help writing an article, you can ask one of your peers to proofread it and give suggestions. They can also suggest improvements and add their own ideas to improve your writing. You can also use Microsoft Word Online for cplege if you are in a group project because it allows everyone to edit the document at once. Although this is possible with other software, there is a chance that someone may change the content without telling everyone else and then everyone will be confused about who did what. This program makes it easier for everyone to coordinate their activities because they will know exactly what others are doing and whether or not they have made any changes.

    The process to integrate Cpligso TextIn and Microsoft Dynamics CRM 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm