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Brivity + Microsoft Dynamics 365 CRM

Create and update leads in Brivity when new leads are added to Microsoft Dynamics 365 CRM

Effortlessly keep your Brivity and Microsoft Dynamics 365 CRM leads updated with this streamlined workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will update the corresponding lead in Brivity, ensuring your contacts are always current and consistent across both platforms. Save time and eliminate manual data entry while maintaining well-organized lead information.

Effortlessly keep your Brivity and Microsoft Dynamics 365 CRM leads updated with this streamlined workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will update the corresponding lead in Brivity, ensuring your contacts are always current and consistent across both platforms. Save time and eliminate manual data entry while maintaining well-organized lead information.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    BrivityBrivity

    Triggers when a lead is updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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brivity logo

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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