Integrate Twilio with Microsoft Dynamics CRM

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

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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.

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 Twilio + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Twilio + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Twilio + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • 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.

  • 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
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • 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 Twilio & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Twilio 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 Twilio to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Twilio and Microsoft Dynamics CRM

Twilio?

Twilio is a software company that provides a cloud-based communications platform for programmable voice, SMS, and MMS. The company's services are used in scenarios such as two-factor authentication, sending verification messages, appointment reminders, and survey notifications. [1]

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. software product from Microsoft. It provides a software as a service (SaaS. spution that allows companies to manage their customers and sales leads. [2]

Integration of Twilio and Microsoft Dynamics CRM

Due to the rising demand for customer engagement and interactions, many organizations have started adopting and using the latest technpogies to improve their customer service satisfaction. With the growing popularity of cloud-based communication platforms such as Twilio, companies have started integrating them with their existing infrastructure. These organizations have been able to improve their customer service by using the fplowing integration capabilities made available by Twilio:

Triggering automated phone calls or messages based on events. A typical use case is sending out an SMS message to a potential lead inviting him/her to call back after reading an email message.

Integrating with other SaaS applications via webhooks. Webhooks allow you to create workflows between different applications without writing any code.

Using Twilio's programmable voice functionality to record calls, and then play them back or transcribe them.

Benefits of Integration of Twilio and Microsoft Dynamics CRM

Some of the benefits of integrating Twilio with Microsoft Dynamics CRM include:

Businesses can now automate marketing processes via the use of voice calls and text messages. For example, you can use voice calls or text messages to remind your customers about their next appointment. You can even send them personalized offers based on their past purchases. All these tasks can be achieved without any human intervention. This helps businesses save a lot of money because they no longer need to hire additional staff to do these tasks manually. In addition, businesses will also save money on other resources such as office space and electricity. Businesses can now track their customer conversations and activities in real time, which in turn helps improve customer service quality. Companies can now improve their visibility into their customers' activities using the data cplected by Twilio's dashboard. This includes information such as call recordings, visits to websites, etc. Businesses can now generate more revenue from existing customers by using Twilio's programmable voice functionality. For example, you can use voice calls to remind your customers about their upcoming renewal date or send them offers to renew their contract before it expires. Companies can now integrate their CRM with other SaaS applications using webhooks instead of building manual integrations. Companies can now enhance the value of their data by making it available to different platforms such as Salesforce, Google Sheets, etc. [3]

Integrating Twilio with Microsoft Dynamics CRM has allowed many companies to streamline business processes while saving money on resources such as electricity and office space. Businesses can also dynamically generate revenue from their existing customers by using Twilio's programmable voice functionality. Companies also get more value from their data by making it available more easily to different platforms via webhooks. With all these benefits, it is safe to say that Twilio integration with Microsoft Dynamics CRM is one of the hottest things happening in the field of business automation today.

The process to integrate Twilio 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