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AlterEstate + Microsoft Dynamics 365 CRM

AlterEstate + Microsoft Dynamics 365 CRM

AlterEstate + Microsoft Dynamics 365 CRM integrations

Create new deals in AlterEstate for updated contacts in Microsoft Dynamics 365 CRM

Create new deals in AlterEstate effortlessly each time a new contact is added in Microsoft Dynamics 365 CRM with this efficient automation. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, a corresponding new deal will be created in AlterEstate. This saves you time and ensures no opportunities are missed as your customer base grows and your real estate deals expand.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    New Deal
    New Deal
    New DealCreates a Contact and a Deal inside your company.
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More things you can do with Microsoft Dynamics 365 CRM and AlterEstate

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and AlterEstate

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
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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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