Dotloop + Microsoft Dynamics 365 CRM
Create new loops in Dotloop for every Microsoft Dynamics 365 CRM contact added
Effortlessly keep your CRM and real estate transaction management systems in sync with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a loop in Dotloop, ensuring your transaction details are readily available. Save time and reduce manual entry while maintaining an organized and efficient real estate process.
Effortlessly keep your CRM and real estate transaction management systems in sync with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a loop in Dotloop, ensuring your transaction details are readily available. Save time and reduce manual entry while maintaining an organized and efficient real estate process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Loop
Triggers when a new loop is created.
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