Dotloop + Microsoft Dynamics 365 CRM
Create loops in Dotloop for updated leads in Microsoft Dynamics 365 CRM
Streamline your workflow by connecting Microsoft Dynamics 365 CRM to Dotloop. This automation triggers when a lead is updated in your CRM system, initiating the creation of a new loop in Dotloop. It helps you save time, stay organized, and enhances lead management by ensuring all crucial information is directly incorporated into your reality transaction management system.
Streamline your workflow by connecting Microsoft Dynamics 365 CRM to Dotloop. This automation triggers when a lead is updated in your CRM system, initiating the creation of a new loop in Dotloop. It helps you save time, stay organized, and enhances lead management by ensuring all crucial information is directly incorporated into your reality transaction management system.
- When this happens...Updated Lead
Triggers when a lead has been updated.
- automatically do this!Create Loop
Triggers when a new loop is created.
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