Microsoft Dynamics 365 CRM + Toky

Create text messages in Toky for new leads in Microsoft Dynamics 365 CRM

Stay in touch with new leads effortlessly with this Microsoft Dynamics 365 CRM to Toky automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow sends a text message via Toky, ensuring that you never miss an opportunity to connect with potential clients. By streamlining your communication process, you can save time and maintain strong relationships with your leads.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Text Message
Send a Text Message with Toky.
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
New Call
Trigger when there is a new call in Toky.
Trigger
Instant
Try It
New Voicemail
Trigger when there is a new voicemail in Toky.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Text Message BodyRequired
Action
Write

- 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
New Text Message
Trigger when there is a new incoming Text Message in Toky.
Trigger
Instant
Try It
- Phone NumberRequired
- Created ByRequired
- Email of the Contact
- First Name
- Last Name
Action
Write
- Contact NumberRequired
Action
Search

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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Related categories

Similar apps

About Toky

Toky is a cloud telephony service that helps you to start your business call center, make and receive calls, send SMS and much more.

Help

Related categories

Phone & SMS

Microsoft Dynamics 365 CRM + Toky

Create text messages in Toky for new leads 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

New Call

New Voicemail

Send Text Message