Microsoft Dynamics 365 CRM + Clickatell Integration

Integrate Clickatell to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Send instant text alerts, update your CRM records, track customer interactions, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Clickatell
    SMS is sent in Clickatell Instant
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Clickatell
    Send SMS in Clickatell

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Ready Workflows Ready Workflows for Clickatell + Microsoft Dynamics 365 CRM Integration

Send instant text alerts, update contacts, log new leads, notify your team, and track follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Clickatell Integration

Send Clickatell message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Clickatell letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Clickatell integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Clickatell + Microsoft Dynamics 365 CRM flow

Connect your core messaging and CRM workflows with email campaigns, support tickets, team channels, and financial records. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Clickatell
+
Microsoft OutlookMicrosoft Outlook (3)
+
MailchimpMailchimp (3)
+
SalesforceSalesforce (3)
+
ZendeskZendesk (3)
+
SlackSlack (3)
+
StripeStripe (3)
M
C
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When a contact is created in Microsoft Dynamics 365 CRM, send an SMS in Clickatell, and create a contact in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts trigger an SMS in Clickatell and automatically create a corresponding contact in Microsoft Outlook.
C
M
M
When an SMS is sent in Clickatell, create a lead in Microsoft Dynamics 365 CRM, and send an email in Microsoft Outlook.
Clickatell SMS activity creates a lead in Microsoft Dynamics 365 CRM and notifies your team via email in Microsoft Outlook.
M
C
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When a contact is updated in Microsoft Dynamics 365 CRM, send an SMS in Clickatell, and update the contact in Microsoft Outlook.
Updates to Microsoft Dynamics 365 CRM contacts trigger a Clickatell SMS and sync the changes to Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Clickatell

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Clickatell
Clickatell Triggers & Actions
Instant
SMS is sent in Clickatell
Triggers the automation when a text message is sent
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Send SMS in Clickatell
Sends a text message to particular recipients
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What can you automate with Clickatell + Microsoft Dynamics 365 CRM?

Streamline your messaging and CRM workflows with powerful automated triggers and actions.

What you can automate?
💬
Trigger SMS alerts from CRM events
Send instant text messages through Clickatell whenever new leads, contacts, or sales orders are created in Microsoft Dynamics 365 CRM. Keep your customers informed the moment their data updates.
📝
Capture every submitted contact detail
Map all incoming contact information from your Clickatell SMS threads directly into new Microsoft Dynamics 365 CRM records. Ensure no phone number or customer note gets left behind.
🔔
Notify your team as soon as it happens
Alert sales and support teams instantly when important customer interactions occur across Clickatell and Microsoft Dynamics 365 CRM. Reduce response times and eliminate missed communications.
🔀
Route workflows based on submitted fields
Execute different actions in Clickatell and Microsoft Dynamics 365 CRM depending on specific lead attributes or order values. Send tailored messages based on customer requirements.
🔄
Keep CRM records up to date automatically
Synchronize status changes, contact updates, and account modifications between Clickatell and Microsoft Dynamics 365 CRM. Maintain a single source of truth across your entire software stack.
🔍
Search and update instead of duplicating
Look up existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new records from Clickatell activity. Keep your database clean and free of duplicate entries.
💳
Manage later status changes and orders
Handle post-sale events like quote updates, sales order creations, and case resolutions by triggering automated Clickatell messages and CRM updates seamlessly.
🔌
Extend your flow to team channels
Connect your Clickatell and Microsoft Dynamics 365 CRM core workflow with Slack to post instant team alerts and keep everyone informed of customer updates.
And much more...

Who is Clickatell + Microsoft Dynamics 365 CRM integration for?

Teams managing customer communications and CRM records rely on this integration to eliminate manual data entry and speed up response times.

Sales managers
Sales managers
Customer support reps
Customer support reps
Account executives
Account executives
Marketing coordinators
Marketing coordinators
Sales development reps
Sales development reps
Operations leads
Operations leads
📈
Sales managers
You're reviewing pipeline reports in Microsoft Dynamics 365 CRM but your customer messaging logs only update when someone manually exports text records, so the response metrics you're optimising against are always outdated — with this integration, every SMS interaction and CRM record stays synchronized instantly.
⚡
Customer support reps
You need to act fast when a new support case arrives in Microsoft Dynamics 365 CRM, but manual SMS notifications take too long to send, leaving customers waiting — with this integration, every new case triggers an instant text alert in Clickatell so issues get addressed immediately.
🤝
Account executives
You answer to clients who want immediate confirmation when their orders or quotes change in Microsoft Dynamics 365 CRM, but manual messaging leaves gaps in your update schedule — with this integration, every CRM update automatically triggers the right Clickatell text notification.
📊
Marketing coordinators
The volume of inbound leads arriving in Microsoft Dynamics 365 CRM is too high for your team to keep up with manual text outreach and contact creation — with this integration, every new lead automatically triggers outreach through Clickatell without manual intervention.
🔄
Sales development reps
You own the initial outreach step and depend on someone upstream to hand over new Microsoft Dynamics 365 CRM leads before you can send a text — with this integration, lead creation in your CRM automatically initiates your Clickatell messaging sequence.
📋
Operations leads
You need a reliable audit history of every client communication, but manual logging between Microsoft Dynamics 365 CRM and Clickatell keeps leaving gaps in your records — with this integration, every text message and CRM update is logged accurately across both platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Clickatell

Build and manage your Microsoft Dynamics 365 CRM + Clickatell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Clickatell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Clickatell to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Clickatell to Microsoft Dynamics 365 CRM in 1 click using ready templates on Integrately. Link your accounts, select your preferred automation workflow, and start syncing data alongside apps like Microsoft Outlook, Slack, and Zendesk.
Can I automatically send SMS alerts when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Clickatell, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clickatell and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Clickatell handle SMS messaging triggers in automations?
Frequently Asked Questions
Can I sync contact updates between Microsoft Dynamics 365 CRM and Clickatell?
Frequently Asked Questions
Do I need coding skills to automate Clickatell and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Clickatell and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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