Microsoft Dynamics 365 CRM + Salesmsg Integration

Integrate Microsoft Dynamics 365 CRM to Salesmsg in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, send instant text notifications, update CRM contact records, and trigger follow-up sequences 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
  • Salesmsg
    Call recording is created in Salesmsg Instant
  • Salesmsg
    Conversation is assigned in Salesmsg Instant
  • Salesmsg
    Conversation is closed in Salesmsg Instant
  • Salesmsg
    Conversation is opened in Salesmsg Instant
  • Salesmsg
    Number is deleted in Salesmsg Instant
  • Salesmsg
    Number is updated in Salesmsg Instant
  • Salesmsg
    Number is created in Salesmsg Instant
  • Salesmsg
    Contact is deleted in Salesmsg Instant
  • Salesmsg
    Tag is removed from contact in Salesmsg Instant
  • Salesmsg
    Contact is updated in Salesmsg Instant
  • Salesmsg
    Contact is unsubscribed in Salesmsg Instant
  • Salesmsg
    Inbox is updated in Salesmsg Instant
  • Salesmsg
    Message sending has failed in Salesmsg Instant
  • Salesmsg
    Contact is created in Salesmsg Instant
  • Salesmsg
    Tag added to contact in Salesmsg Instant
  • Salesmsg
    Message is received in Salesmsg Instant
  • Salesmsg
    Message is sent in Salesmsg Instant
  • Salesmsg
    Phone call started in Salesmsg Instant
  • Salesmsg
    Phone call ended in Salesmsg Instant
Arrow Right
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
  • Salesmsg
    Delete contact in Salesmsg
  • Salesmsg
    Create contact in Salesmsg
  • Salesmsg
    Update contact in Salesmsg
  • Salesmsg
    Search contact in Salesmsg
  • Salesmsg
    Opt-Out a contact in Salesmsg
  • Salesmsg
    Add tag to contact in Salesmsg
  • Salesmsg
    Remove tag from contact in Salesmsg
  • Salesmsg
    Send a text message (SMS / MMS) in Salesmsg
  • Salesmsg
    Phone number lookup in Salesmsg
  • Salesmsg
    Create note in Salesmsg

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

Send text messages for new leads, update contact information, notify team members, and trigger follow-up campaigns, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Salesmsg Integration

Create Salesmsg 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 Salesmsg 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 Salesmsg.

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

Create Microsoft Dynamics 365 CRM contact for new Salesmsg contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Salesmsg contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Microsoft Dynamics 365 CRM + Salesmsg flow

Capture leads, sync marketing lists, and notify your sales team across your favorite communication tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Salesmsg
+
HubspotHubspot (3)
+
SalesforceSalesforce (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
M
H
S
Create a contact in HubSpot when a lead is created in Microsoft Dynamics 365 CRM, and send a text message in Salesmsg.
New Microsoft Dynamics 365 CRM leads immediately create a contact in HubSpot while sending an automated SMS in Salesmsg, eliminating manual entry.
M
H
S
Update the contact in HubSpot when a contact is updated in Microsoft Dynamics 365 CRM, and notify the customer via Salesmsg.
Updated Microsoft Dynamics 365 CRM contacts sync to HubSpot instantly while Salesmsg sends a confirmation text to the contact.
M
H
S
Search for a contact in HubSpot when an account is created in Microsoft Dynamics 365 CRM, and send a welcome text in Salesmsg.
New Microsoft Dynamics 365 CRM accounts check HubSpot records and trigger an immediate Salesmsg text to greet the new client.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Salesmsg

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
Try it →
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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Salesmsg
Salesmsg Triggers & Actions
Instant
Call recording is created in Salesmsg
Triggers when a call recording is created
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Instant
Conversation is assigned in Salesmsg
Triggers when a conversation is assigned
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Instant
Conversation is closed in Salesmsg
Triggers when a conversation is closed
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Instant
Conversation is opened in Salesmsg
Triggers when a conversation is opened
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Instant
Number is deleted in Salesmsg
Triggers when a number is deleted
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Instant
Number is updated in Salesmsg
Triggers when a number is updated
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Instant
Number is created in Salesmsg
Triggers when a new number is created
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Instant
Contact is deleted in Salesmsg
Triggers when a contact is deleted
Try it →
Instant
Tag is removed from contact in Salesmsg
Triggers when a tag is removed from a contact
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Instant
Contact is updated in Salesmsg
Triggers when a contact is updated
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Instant
Contact is unsubscribed in Salesmsg
Triggers when a contact unsubscribes
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Instant
Inbox is updated in Salesmsg
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Instant
Message sending has failed in Salesmsg
Triggers when a message delivery fails
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Instant
Contact is created in Salesmsg
Triggers the automation when a new contact is created
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Instant
Tag added to contact in Salesmsg
Triggers the automation when a tag is added to a contact
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Instant
Message is received in Salesmsg
Triggers the automation when a new message is received
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Instant
Message is sent in Salesmsg
Triggers the automation when a new message is sent
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Instant
Phone call started in Salesmsg
Triggers the automation when a phone call is initiated
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Instant
Phone call ended in Salesmsg
Triggers the automation when a phone call is ended
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Delete contact in Salesmsg
Deletes the specified contact from the database
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Create contact in Salesmsg
Adds a new contact to the database
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Update contact in Salesmsg
Updates contact information with new details
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Search contact in Salesmsg
Finds and retrieves contact information
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Opt-Out a contact in Salesmsg
Opts out a contact from marketing communications
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Add tag to contact in Salesmsg
Assigns a tag to a contact
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Remove tag from contact in Salesmsg
Untag the contact
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Send a text message (SMS / MMS) in Salesmsg
Sends a text message (sms/mms)
Try it →
Phone number lookup in Salesmsg
Performs a lookup for a phone number
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Create note in Salesmsg
Creates a new note in the particular format
Try it →

What can you automate with Microsoft Dynamics 365 CRM + Salesmsg?

Streamline your communication workflows and CRM updates with automated triggers for every business scenario.

What you can automate?
🚀
Trigger instant text messages for new leads
Send a text message in Salesmsg automatically the moment a lead is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without manual intervention.
📋
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM straight into your Salesmsg communications. Ensure your outreach messages contain accurate, personalized information.
🔔
Alert team members as events happen
Notify your staff immediately in Salesmsg whenever a sales order or opportunity is created in Microsoft Dynamics 365 CRM. Keep internal teams aligned on every new deal.
🔀
Route communications based on submitted fields
Send different text message templates in Salesmsg depending on the specific lead status or account tier submitted in Microsoft Dynamics 365 CRM.
🔄
Keep records updated as data changes
Automatically update contact records and lead stages across your systems whenever updates occur in Microsoft Dynamics 365 CRM or Salesmsg.
🔍
Search records to prevent duplicates
Look up existing contacts and accounts before creating new entries, keeping your database clean and organized across both platforms.
🏷️
Manage tags and subscription statuses
Add tags, remove tags, or opt out contacts in Salesmsg automatically based on trigger events in Microsoft Dynamics 365 CRM.
💬
Extend workflows to messaging channels
Trigger automated alerts in Slack when important Microsoft Dynamics 365 CRM updates occur alongside your Salesmsg text campaigns.
And much more...

Who is Microsoft Dynamics 365 CRM + Salesmsg integration for?

Sales professionals, account managers, and business owners who need to instantly engage leads and maintain accurate CRM data without manual effort.

Performance Marketers
Performance Marketers
Sales Development Reps
Sales Development Reps
Client Account Directors
Client Account Directors
High-Volume Sales Teams
High-Volume Sales Teams
Inside Sales Managers
Inside Sales Managers
CRM Administrators
CRM Administrators
📈
Performance Marketers
You're running campaigns across multiple lead sources, but your tracking data only updates when someone manually exports records, so your conversion numbers are always hours behind — with this integration, every new lead triggers immediate SMS engagement and your CRM stays current.
Sales Development Reps
You need to act fast on incoming inquiries, but delayed notifications mean prospects go cold before anyone reaches out — automating both apps means every new lead gets an instant text message and your team responds without delay.
🤝
Client Account Directors
You answer to stakeholders who want to see active client communication logs, but scattered messaging history leaves gaps in your reporting — connecting these apps means every text conversation is automatically logged against the correct CRM record.
📊
High-Volume Sales Teams
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost pipeline revenue — with this integration, every contact and order syncs instantly while automated texts maintain continuous engagement.
🎯
Inside Sales Managers
You own the outreach phase and depend on upstream lead creation to start communicating, but manual handoffs cause friction — automating both apps means your outreach sequence starts the exact second a new record appears.
🗂️
CRM Administrators
You need a reliable history of all client interactions and keep finding missing data points in your contact logs — automating both apps means every SMS exchange and record update matches up perfectly without manual data entry.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Salesmsg

Build and manage your Microsoft Dynamics 365 CRM + Salesmsg 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 + Salesmsg with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Salesmsg?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Salesmsg instantly using 1-click ready workflows or Integrately AI. With 1,500+ integrations available including Slack, HubSpot, and Salesforce, setting up your automated text messaging takes just minutes.
Can I automatically send text messages when new leads are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Salesmsg, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Salesmsg?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead updates with Salesmsg?
Frequently Asked Questions
How does Salesmsg manage contact updates in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Salesmsg?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Salesmsg integration free?
Frequently Asked Questions
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