Microsoft Dynamics 365 CRM + SlickText

Update SlickText contacts when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your contacts up to date with this seamless integration between Microsoft Dynamics 365 CRM and SlickText. When a new lead is created in Dynamics 365 CRM, the corresponding contact in SlickText will be edited, ensuring your contact information is always accurate and updated. Streamline your customer management process with this time-saving automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Edit Contact
Edits / updates an existing contact's information.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- First Name
- Last Name
- Email
- Birthdate
- City
- State
- Zip Code
- Country
Action
Write
- TextwordRequired
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- Message BodyRequired
- Campaign Name
- Image
Action
Write
- Phone NumberRequired
- Textword
Action
Search

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- TextwordRequired
- Phone NumberRequired
Action
Write
- TextwordRequired
- Phone NumberRequired
- First Name
- Last Name
- Email
- Birthdate
- City
- State
- Zip Code
- Country
- Custom Function
Action
Write
- Phone NumberRequired
Action
Write
- TextwordRequired
- Segment
- Message BodyRequired
- Campaign Name
- Image
Action
Write

About Microsoft Dynamics 365 CRM

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

Learn more

Related categories

Similar apps

About SlickText

SlickText provides businesses and organizations with SMS marketing and mass text messaging solutions.

Related categories

Phone & SMS

Related Zap Templates

Subscribe people to SlickText lists when they're created as contacts in Microsoft Dynamics CRM

Create and update SlickText contacts from new Microsoft Dynamics 365 CRM contacts

Add new Microsoft Dynamics 365 CRM leads to SlickText as opt-in contacts

Microsoft Dynamics 365 CRM + SlickText

Update SlickText contacts when new leads are added in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Updated Order

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Account

Info

Update Contact

Info

Update Case/Incident

Info

State

Update Lead

Info

Update Order

Info

Find Account

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Find Order

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Invoice

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Opportunity

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Delete All Instances of a Contact

Edit Contact

First Name