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Microsoft Dynamics CRM + ClickSend SMS Integrations

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

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.

About ClickSend SMS

ClickSend is a cloud-based app for your business that lets you send bulk SMS, email, fax, & letters worldwide.

ClickSend SMS Integrations
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Best Microsoft Dynamics CRM and ClickSend SMS Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Evernote

    ClickSend SMS + Evernote

    Add new rows in Google Sheets for new ClickSend SMS Messages Read More...
    When this happens...
    Microsoft Dynamics CRM New Incoming SMS
     
    Then do this...
    Evernote Create Note
    This ClickSend integration allows you to track the number of SMS messages sent through ClickSend. This is useful if you want to compare how many messages were sent with a specific marketing campaign, or if you want to track your progress and performance over time.
    How This ClickSend-Google Sheets Integration Works
    • You receive a new SMS on your dedicated ClickSend number
    • Appy Pie Connect creates a new row in Google Sheets
    Apps Involved
    • ClickSend
    • Google Sheets
  • Microsoft Dynamics CRM Google Sheets

    ClickSend SMS + Google Sheets

    Create Evernote notes for every new incoming ClickSend text message Read More...
    When this happens...
    Microsoft Dynamics CRM New Incoming SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    An Evernote note will be automatically created for every new incoming ClickSend text message. Now you can easily save, search, and add your ClickSend texts to your Evernote account. After setting up this ClickSend-Evernote integration, an Evernote note will be automatically created for every new incoming ClickSend text message. This way you can capture instant moods or ideas that an image might not describe well.
    How This Integration Works
    • You receive a new SMS on your ClickSend number.
    • Appy Pie Connect creates a new note on your Evernote.
    Apps Involved
    • ClickSend
    • Evernote
  • Microsoft Dynamics CRM Google Sheets

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + ClickSend SMS in easier way

It's easy to connect Microsoft Dynamics CRM + ClickSend SMS 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 Incoming SMS

    Triggers when a new incoming sms is received.

    Actions
  • 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 Opportunity

    Creates a new Opportunity.

  • Create Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

How Microsoft Dynamics CRM & ClickSend SMS Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select ClickSend SMS as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate ClickSend SMS with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and ClickSend SMS

Microsoft Dynamics CRM provides an integrated set of software sputions that together help sales, marketing, service, and support professionals connect with their customers, prospects, and partners in new and powerful ways. The spution helps organizations of all sizes to improve customer relationships, increase sales, streamline business processes, and provide personalized service.Microsoft Dynamics CRM integrates with ClickSend SMS platform to offer a complete mobile messaging spution. ClickSend SMS is a cloud-based system that allows users to send bulk text messages (SMS. from their computer. ClickSend SMS has been developed by ClickSend Software Pvt Ltd. It is a cloud based SMS gateway which allows sending of unlimited number of messages and it allows users to send different types of messages like SMS, WAP Push, MMS and email. It also has an option to schedule messages for later delivery. It supports various languages like English, French, German, Italian, Spanish, Portuguese, Dutch, Greek, Russian & Chinese.

Integration of Microsoft Dynamics CRM and ClickSend SMS provides many advantages to the user. The most important advantage is that data can be synced between both systems. This way information about the companies can be accessed easily from both systems.

This integration also makes it possible for the users to export leads from Microsoft Dynamics CRM into the CRM system; this makes data entry to be reduced. Also it makes it easy to add notes and tasks to leads. This way the users can sync Microsoft Dynamics CRM with the ClickSend SMS system making it easy for them to share information like leads between the two systems.

The integration makes it possible for the users to sync records from Microsoft Dynamics CRM into ClickSend SMS system. This enables the users to send SMS to their clients directly from Microsoft Dynamics CRM which saves time as well as reduces the risk of human errors.With this integration users can create new records using the Microsoft Dynamics CRM system and can even update or delete existing records using Microsoft Dynamics CRM system. This allows them to remove duplicate entries and makes sure that the records are up to date at all times.

By integrating the Microsoft Dynamics CRM and ClickSend SMS systems there are many advantages to the users. Users can sync data between both systems. They can save time and reduce errors by sending SMS directly from Microsoft Dynamics CRM. They can also create new records using Microsoft Dynamics CRM and update or delete existing records using Microsoft Dynamics CRM. Integration of Microsoft Dynamics CRM and ClickSend SMS helps in better management of information.

The process to integrate Microsoft Dynamics CRM and ClickSend SMS 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.