Microsoft Dynamics 365 CRM + Stikkum

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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    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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