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Microsoft Dynamics CRM + Twilio Integrations

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

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 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.

Twilio Integrations
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Best Microsoft Dynamics CRM and Twilio 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 Google Sheets

    Twilio + Google Sheets

    Add new Google Sheet rows for Twilio SMS text messages Read More...
    When this happens...
    Microsoft Dynamics CRM New SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you’re a business owner, you understand the importance of Twilio SMS Text Messages. These SMS text message mean a lot to your business and you must keep them safe for future reference. With our automation platform, you can automatically save Twilio SMS Text Messages without any manual efforts. With this integration active, Appy Pie Connect will copy your Twilio SMS messages into a spreadsheet in Google Sheets, bringing all of your messages together into one place.
    How This Connect Works
    • A new SMS message triggers in Twilio
    • Appy Pie Connect automatically adds the SMS to Google Sheets as a new row in a spreadsheet
    What You Need
    • A Twilio account
    • A Google account (with an access to Google Sheets spreadsheet)
  • Microsoft Dynamics CRM Google Sheets

    Twilio + Google Sheets

    Save New Twilio Calls to Google Sheets as New Rows Read More...
    When this happens...
    Microsoft Dynamics CRM New Call
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Setup Google Sheets – Twilio automation with Appy Pie Connect and automatically save Twilio calls without any manual efforts. You don’t need to learn coding or programming skills, just follow our simple instructions and set-up this Connect in minutes. After setting this integration up, Appy Pie Connect will save Twilio phone calls in details, including – number, call location, and how long you talked or any other detail you might need.
    How This Automation Works
    • A new call is logged on Twilio
    • Appy Pie Connect adds call information to Google Sheets as a new row
    What Is Needed For Integration
    • A Twilio Account
    • A Google Account( with access to Google Sheets)
  • Microsoft Dynamics CRM Google Calendar

    Twilio + Google Calendar

    Generate events on the Google Calendar from Twilio SMS messages Read More...
    When this happens...
    Microsoft Dynamics CRM New SMS
     
    Then do this...
    Google Calendar Quick Add Event
    Ever wanted to set up new Google Calendar events from Twilio SMS message? Use the Twilio – Google Calendar integration to trigger events based on Twilio SMS messages. Once this integration has been set up, whenever a message is received on Twilio, Appy Pie Connect creates an event on Google Calendar based on that SMS message.
    How This Integration Works
    • Twilio receives an SMS
    • Appy Pie Connect creates an event on Google Calendar based on the Twilio SMS message
    What You Need
    • A Twilio Account
    • A Google Account with access to Google Calendar
  • Microsoft Dynamics CRM

    Twilio +

    Append new Twilio SMS text messages as record on Firebase Read More...
    When this happens...
    Microsoft Dynamics CRM New SMS
     
    Then do this...
    Create Child Record
    Create a log of messages received on Twilio easily with Twilio – Firebase integration from Appy Pie Connect. Once this connect is active, every time a new message is sent to your Twilio number, a corresponding record, containing message data, will automatically be added to your Firebase database.
    How The Twilio Firebase Integration Works
    • A new message is received on your Twilio number
    • Appy Pie Connect updates the Firebase record with that message
    What Do You Require
    • A Twilio account
    • A Firebase account
  • Microsoft Dynamics CRM

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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 + Twilio in easier way

It's easy to connect Microsoft Dynamics CRM + Twilio 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 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.

    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.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Microsoft Dynamics CRM & Twilio 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 Twilio as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Twilio 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 Twilio

The objective of this article is to discuss the integration of Microsoft Dynamics CRM with Twilio.

Microsoft Dynamics CRM is a customer resource management program that was first introduced in 2007. It has now become the leading cloud-based customer relationship management system. Microsoft Dynamics CRM gives users a platform to manage their customers, leads and campaigns for almost any type of business. It also helps companies to better communicate with their clients through emails, texts or phone calls.Microsoft Dynamics CRM has a very strong integration with Twilio, which makes it easier for users to get in touch with their customers through various communication channels. Twilio offers many great features like voice messaging, SMS and caller ID verification that make it possible for companies to communicate with their customers in a more effective way.Twilio is a cloud communications company that has an integrated application programming interface (API. based on web services. Twilio allows developers to add telephony capabilities to web, mobile or internet of things (IoT. applications. This application can be used by companies to enhance their sales and marketing efforts. For example, the personnel of an insurance company can directly call their clients and ask them if they have any issues regarding their ppicies. They can also contact them when the clients are not responding to emails or any other forms of communication.Microsoft Dynamics CRM and Twilio are two very powerful applications that are being used by different types of businesses. The integration between these two applications gives clients a chance to improve their sales and marketing strategies. This integration has helped many businesses in getting more customers.By having a look at the benefits offered by Microsoft Dynamics CRM and Twilio, you will understand why they both are very important applications for each company.

Microsoft Dynamics CRM and Twilio help companies to achieve great success in their sales and marketing strategy. This integration has helped both companies to grow very fast since they were introduced.

The process to integrate Microsoft Dynamics CRM and Twilio 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.