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GoTo Connect + Microsoft Dynamics 365 CRM

Send sms to new leads in GoTo Connect when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly engage with new leads from Microsoft Dynamics 365 CRM by sending them personalized SMS messages through GoTo Connect. With this workflow, every time a new lead is added to your CRM, a tailored text message will be sent to their phone number, enhancing communication and boosting your chances of conversions. Strengthen your sales strategy and save time by automating essential outreach tasks.

Effortlessly engage with new leads from Microsoft Dynamics 365 CRM by sending them personalized SMS messages through GoTo Connect. With this workflow, every time a new lead is added to your CRM, a tailored text message will be sent to their phone number, enhancing communication and boosting your chances of conversions. Strengthen your sales strategy and save time by automating essential outreach tasks.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    GoTo ConnectGoTo Connect
    Send SMS

    Action for sending an SMS message.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
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About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

  • Communication
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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