Mapping CRM Records

Mapping CRM Records is possible with TextSMS4Dynamics! TextSMS4Dynamics finds CRM records (any record types created during the configuration process) and maps them with the new messages on the basis of their mobile number. This enables more informed and context-rich conversations and helps deliver personalized support.

For Example:

  • In the below example, Justin is the Contact in the CRM that is mapped by TextSMS4Dynamics from the phone number associated.

Note: In case there are multiple entities with the same phone number, preference will be given to the first record type that was created.

For further queries, reach out to us at

Last updated