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Encircle + Microsoft Dynamics 365 CRM

Encircle + Microsoft Dynamics 365 CRM

Encircle + Microsoft Dynamics 365 CRM integrations

Create property claims in Encircle for new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your insurance claims by connecting Microsoft Dynamics 365 CRM to Encircle. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a property claim will be created in Encircle, streamlining your claim management process and enhancing your customer service. Stay organized and efficient with this seamless automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Property Claim
    Create Property Claim
    Create Property ClaimCreates a new Property Claim.
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More things you can do with Microsoft Dynamics 365 CRM and Encircle

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

  • 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 Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
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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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