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Microsoft Dynamics 365 CRM + Stikkum

Microsoft Dynamics 365 CRM + Stikkum

Microsoft Dynamics 365 CRM + Stikkum integrations

Instantly save and update new leads in Stikkum when they're added to Microsoft Dynamics 365 CRM

Streamline your lead management process with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically saves or updates the lead information in the Stikkum app. This seamless integration ensures your sales team always has up-to-date information, allowing them to focus on nurturing relationships and closing deals.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Save or Update Contacts
    Save or Update Contacts
    Save or Update ContactsSaves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
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More things you can do with Microsoft Dynamics 365 CRM and Stikkum

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

  • 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 Stikkum
Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.
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