Zipwhip for Microsoft Dynamics 365 automatically logs text message conversations with clients to your CRM. Integrating with Zipwhip creates transparency in the business-to-client dialogue and captures valuable insights to better serve your customers, helping you close deals faster.
Zipwhip enables texting for your existing landline or toll-free phone number. Make it easy for clients to confirm consultations, schedule appointment reminders and send pictures messages by leveraging your business number.
Why connect Dynamics + Zipwhip?
Prospects who receive texts convert at a rate 40% higher than those who aren't. Track these interactions in your CRM.
Save money on voice costs and provide customers an easier, off-line way to contact you about issues they encounter.
Reporting + Tracking
See which texts go to each employee, and track whether customers have received a response yet or not.
How does it work?
When a mobile phone number is matched to a Dynamics contact, Zipwhip automatically logs incoming and outgoing texts in real-time within the contact’s activities. Messages sent from any Zipwhip app synchronize with Dynamics to maintain up-to-date accuracy with your CRM.
Start texting from your landline
This integration is available to all Zipwhip Business package users. Zipwhip comes with unlimited texts, and does not impact the voice service of your phone number.
Please submit the form to start your 14-day free trial and an integration specialist will contact you shortly.