Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Integrate ClickSend SMS to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new text messages, create leads, update contacts, 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
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS 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
  • ClickSend SMS
    Upload file in ClickSend SMS
  • ClickSend SMS
    Send SMS in ClickSend SMS
  • ClickSend SMS
    Send post letter in ClickSend SMS
  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS
  • ClickSend SMS
    Create contact in ClickSend SMS
  • ClickSend SMS
    Search contact by email address in ClickSend SMS
  • ClickSend SMS
    Search contact by phone in ClickSend SMS
  • ClickSend SMS
    Delete contact in ClickSend SMS
  • ClickSend SMS
    Send fax in ClickSend SMS
  • ClickSend SMS
    Send MMS in ClickSend SMS
  • ClickSend SMS
    Send voice in ClickSend SMS
  • ClickSend SMS
    Send postcard in ClickSend SMS
  • ClickSend SMS
    Create contact list in ClickSend SMS
  • ClickSend SMS
    Delete contact List in ClickSend SMS
  • ClickSend SMS
    Search contact lists in ClickSend SMS

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Ready Workflows Ready Workflows for ClickSend SMS + Microsoft Dynamics 365 CRM Integration

Capture incoming messages, create CRM leads, update contact records, alert your sales team, and trigger follow-up actions, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Create ClickSend SMS contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Microsoft Dynamics 365 CRM + ClickSend SMS Integration

Send ClickSend SMS 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 ClickSend SMS 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 - ClickSend SMS 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickSend SMS + Microsoft Dynamics 365 CRM flow

Sync customer messages with your broader tech stack to nurture leads, update spreadsheets, and align your team. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
ClickSend SMS
+
Microsoft OutlookMicrosoft Outlook (6)
+
MailchimpMailchimp (6)
+
HubSpotHubSpot (6)
+
ZendeskZendesk (6)
+
StripeStripe (6)
+
Google SheetsGoogle Sheets (6)
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When an incoming SMS is received in ClickSend SMS, create a lead in Microsoft Dynamics 365 CRM, and send an email in Microsoft Outlook.
Every incoming ClickSend SMS text creates a new Microsoft Dynamics 365 CRM lead instantly while Microsoft Outlook notifies your team, so no prospect is missed.
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When a contact is updated in Microsoft Dynamics 365 CRM, send an SMS in ClickSend SMS, and send an email summary in Microsoft Outlook.
Keep contacts informed via ClickSend SMS and Microsoft Outlook whenever their Microsoft Dynamics 365 CRM record changes.
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If an incoming SMS is received in ClickSend SMS with urgent keywords, create a lead in Microsoft Dynamics 365 CRM and send a priority email in Microsoft Outlook.
Urgent ClickSend SMS messages automatically generate Microsoft Dynamics 365 CRM leads and high-priority Microsoft Outlook email alerts.
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Use ChatGPT to analyse every incoming SMS in ClickSend SMS, create a lead in Microsoft Dynamics 365 CRM, and send an email brief in Microsoft Outlook.
ChatGPT analyses incoming ClickSend SMS texts, populates Microsoft Dynamics 365 CRM leads, and emails summaries via Microsoft Outlook.
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When a lead is created in Microsoft Dynamics 365 CRM, send a welcome SMS in ClickSend SMS, and send a welcome email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads immediately receive a ClickSend SMS message and a Microsoft Outlook welcome email.
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When an incoming SMS is received in ClickSend SMS, create a contact in Microsoft Dynamics 365 CRM, update the record, and notify your team in Microsoft Outlook.
Log incoming ClickSend SMS messages as Microsoft Dynamics 365 CRM contacts and notify your team via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and ClickSend SMS

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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ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
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What can you automate with ClickSend SMS + Microsoft Dynamics 365 CRM?

Turn customer text messages into structured CRM records and streamline your follow-up workflows effortlessly.

What you can automate?
💬
Create CRM leads from incoming text messages
Automatically generate a Microsoft Dynamics 365 CRM lead whenever an incoming SMS is received in ClickSend SMS. Eliminate manual data entry and engage prospects instantly.
📝
Capture every submitted text field
Map complete message bodies, sender numbers, and timestamps into your CRM fields instead of losing details in mobile inboxes.
🔔
Alert your team instantly on new messages
Notify sales reps or support staff the moment an inbound customer text arrives so response times drop significantly.
🔀
Route messages based on keyword content
Trigger different CRM actions or priority assignments depending on the specific keywords submitted in the inbound SMS.
🔄
Keep contact records continuously updated
Synchronize profile updates and communication histories across your messaging platform and CRM database seamlessly.
🔍
Search and update existing contacts
Prevent duplicate entries by searching for existing phone numbers before creating new records in your CRM.
📊
Track status changes across pipelines
Update deals, accounts, and cases automatically as text interactions progress through your sales and support stages.
🌐
Extend workflows to external apps
Connect your core pair with tools like Google Sheets or Microsoft Outlook to build powerful multi-app pipelines.
And much more...

Who is ClickSend SMS + Microsoft Dynamics 365 CRM integration for?

Connecting ClickSend SMS and Microsoft Dynamics 365 CRM helps sales teams, support reps, and marketers eliminate manual data entry and respond to customer messages instantly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Business development reps
Business development reps
Support leads
Support leads
📈
Performance marketers
You're running SMS campaigns through ClickSend SMS but your CRM leads are updated manually days later, so your conversion tracking is always out of sync — with this integration, every incoming text creates a lead instantly and your data stays current.
Sales representatives
You're waiting for inbound SMS notifications to check your phone before creating CRM leads, but prospects grow cold while you're busy — this integration means every incoming message logs directly into your CRM so you can follow up immediately.
📋
Account managers
You need to keep clients updated on service updates sent via SMS, but tracking communication outside your CRM causes blind spots — automating both apps means every message thread is reflected in your customer records automatically.
📈
Operations directors
You're managing high volumes of customer text inquiries that overwhelm manual tracking sheets, leading to missed follow-ups — connecting these apps means every interaction is captured reliably at scale.
🤝
Business development reps
You depend on marketing teams to manually hand over SMS inquiry details before you can start outreach, causing major delays — this integration means every inbound lead flows straight into your CRM queue the moment it arrives.
🗂️
Support leads
You review communication histories to resolve customer issues, but missing message logs leave gaps in your CRM audit trail — with this integration, complete engagement logs ensure your team always has full context.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + ClickSend SMS

Build and manage your Microsoft Dynamics 365 CRM + ClickSend SMS 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 + ClickSend SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
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AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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 ClickSend SMS to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect ClickSend SMS to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Pair your accounts with apps like Microsoft Outlook, Mailchimp, or Google Sheets and let Integrately AI configure your field mappings automatically.
Can I automatically create Microsoft Dynamics 365 CRM leads from incoming ClickSend SMS messages?
Frequently Asked Questions
Can I connect ClickSend SMS, Microsoft Dynamics 365 CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are incoming SMS messages from ClickSend SMS handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM contacts when an SMS is received?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the ClickSend SMS and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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