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  • Overloop logoOverloop logo

Microsoft Dynamics 365 CRM + Overloop

Create Overloop prospects from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Overloop. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Overloop for seamless tracking and organization. Keep your team in sync and streamline your lead-to-contact conversion process, all while focusing on growing your business.

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Overloop. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Overloop for seamless tracking and organization. Keep your team in sync and streamline your lead-to-contact conversion process, all while focusing on growing your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    OverloopOverloop
    Create Prospect

    Create a prospect.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
Triggers & Actions