Microsoft Dynamics 365 CRM + Stikkum

Update Stikkum leads when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM contacts and Stikkum leads up-to-date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will save or update the corresponding lead in Stikkum, ensuring your data is always current and accurate. Eliminate the need for manual updates and maintain a streamlined sales process with this handy integration.

Keep your Microsoft Dynamics 365 CRM contacts and Stikkum leads up-to-date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will save or update the corresponding lead in Stikkum, ensuring your data is always current and accurate. Eliminate the need for manual updates and maintain a streamlined sales process with this handy integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    StikkumStikkum
    Save or Update Contacts

    Saves 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.

    ActionWrite
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Supported triggers and actions

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

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  • CRM (Customer Relationship Management)
  • Microsoft

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stikkum logo
stikkum logo

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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  • CRM (Customer Relationship Management)

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