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Clozio + Microsoft Dynamics 365 CRM

Clozio + Microsoft Dynamics 365 CRM

Clozio + Microsoft Dynamics 365 CRM integrations

Create contacts in Clozio from new leads in Microsoft Dynamics 365 CRM

Effortlessly connect Microsoft Dynamics 365 CRM with Clozio by setting up this workflow. When you have a new lead in Microsoft Dynamics 365 CRM, this automation will seamlessly create a contact in Clozio, ensuring your databases stay up-to-date and your team can efficiently manage and engage with leads. Enhance your client nurturing process and save time with this simple yet effective solution.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
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More things you can do with Microsoft Dynamics 365 CRM and Clozio

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

  • 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 Clozio
Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information 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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