Dotloop + Microsoft Dynamics 365 CRM

Create loops in Dotloop for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your new leads with this workflow that connects Microsoft Dynamics 365 CRM to Dotloop. Whenever a new lead is added to your CRM, this automation will create a loop in Dotloop for seamless organization and tracking. Save time and stay organized, so you can focus on nurturing your leads and growing your business.

Efficiently manage your new leads with this workflow that connects Microsoft Dynamics 365 CRM to Dotloop. Whenever a new lead is added to your CRM, this automation will create a loop in Dotloop for seamless organization and tracking. Save time and stay organized, so you can focus on nurturing your leads and growing your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
dotloop logo
dotloop logo

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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