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Microsoft Dynamics 365 CRM + Prequal Solutions

Microsoft Dynamics 365 CRM + Prequal Solutions

Microsoft Dynamics 365 CRM + Prequal Solutions integrations

Process new Microsoft Dynamics 365 CRM contacts as applicants in Prequal Solutions

Effortlessly streamline your applicant processing by connecting Microsoft Dynamics 365 CRM to Prequal Solutions. With this workflow, whenever a new contact is added in your CRM, the applicant's information will be immediately processed in Prequal Solutions. Save time, reduce manual data entry, and improve the efficiency of your applicant management process.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Process Applicant
    Process Applicant
    Process ApplicantAdds a new applicant and processes their prequal.
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More things you can do with Microsoft Dynamics 365 CRM and Prequal Solutions

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

  • 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 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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About Prequal Solutions
Prequal Solutions allows access to Fraud Protection Network's platform for credit prequalifications.
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