Dotloop + Microsoft Dynamics 365 CRM
Create loops in Dotloop for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your new leads with this workflow that connects Microsoft Dynamics 365 CRM to Dotloop. Whenever a new lead is added to your CRM, this automation will create a loop in Dotloop for seamless organization and tracking. Save time and stay organized, so you can focus on nurturing your leads and growing your business.
Efficiently manage your new leads with this workflow that connects Microsoft Dynamics 365 CRM to Dotloop. Whenever a new lead is added to your CRM, this automation will create a loop in Dotloop for seamless organization and tracking. Save time and stay organized, so you can focus on nurturing your leads and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Loop
Triggers when a new loop is created.
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