Use Case | How to automatically follow up with new sales leads via SMS in Microsoft Dynamics and Power Automate
Goal: Automatically text new sales prospects the moment they come in, and again after first contact, using Sinch Power Automate - so leads are nurtured while interest is warm instead of waiting for the next scheduled outreach.
- Reach new leads instantly, while interest is highest
- Reinforce first contact with an immediate, personal follow-up
- Reduce manual outreach effort for the sales team
- Respect opt-out and “do not phone” preferences automatically
- Improve lead-to-opportunity conversion through timely communication
Customer scenario
Customer industry: B2B Sales / Professional Services
A sales-driven organization manages prospects as Leads in Microsoft Dynamics. Historically, a new lead might sit for hours or days before receiving any outreach, and salespeople had to remember to send a personal follow-up after making first contact - both easy to miss during busy periods.
By connecting Lead creation and Lead status changes to Sinch Power Automate, the organization now sends a welcome text the instant a new Lead is created, and a follow-up text the moment a salesperson marks the Lead as “Contacted” - without either message depending on someone remembering to send it.
The flow always checks the prospect’s opt-out and “do not phone” settings first, so no message is ever sent to someone who has asked not to be contacted.
Results achieved:
- New leads receive a welcome text within moments of being created
- Salespeople no longer need to manually send a follow-up after first contact
- Consistent, timely communication across the whole sales team
- Built-in compliance with opt-out and do-not-phone preferences
Implementation requirements
Product setup:
- Sinch Power Automate connector authenticated
- Lead entity configured with a “Contacted” status (or equivalent) in Microsoft Dynamics
- SMS-enabled sender number provisioned
- Cloud Flow created and turned on in the relevant Dynamics environment
Data requirements:
- Lead records with a valid mobile number
- Opt-out and “do not phone” fields captured and kept up to date on the Lead record
Workflow summary
- Trigger: A new Lead is created, or a salesperson marks a Lead as “Contacted”
- Audience: Leads with a valid mobile number who have not opted out or set “do not phone”
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Message examples:
- Hi Sarah, thanks for reaching out! Our team will be in touch shortly. Reply STOP to opt out.
- Hi Sarah, great connecting with you! Here is more info on how we can help. Reply STOP to opt out.
- Channels: Automated SMS via Power Automate (one-way notification, with STOP-to-opt-out handling)
- Result: Every new lead gets an immediate welcome text, and every first contact gets an immediate personal follow-up, with opt-out preferences respected automatically.
Key use cases and setup guide:
Send welcome and follow-up texts to new leads
- Create a new Cloud Flow in Power Automate.
- Add a Dataverse trigger (“When a row is added or modified”) scoped to the Lead table.
- Add two conditions to check if a new lead has been created or if the lead status has changed to Contacted. Also add checks to confirm that opt-out and “do not phone” are not set on the Lead.
- Add the Sinch Power Automate “Send SMS” action, mapping in the lead’s mobile number and first name.
- Save and turn on the flow, then test with a sample Lead.
This results in every lead receiving timely, automatic outreach at both key moments, without adding any manual work to the sales team’s day.
FAQs
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Why didn’t a customer get their welcome text?
Check whether opt-out or “do not phone” is set on their Lead record first - if either is on, no text is sent, and that’s working as intended, not a fault.
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Does the customer need to reply?
Only if they want to opt out (by replying STOP). Otherwise no reply is expected.