Microsoft Dynamics 365 CRM + PandaDoc
Create PandaDoc contacts when new Microsoft Dynamics 365 CRM contacts are added
Easily streamline your sales process by connecting Microsoft Dynamics 365 CRM with PandaDoc. This workflow triggers when a new contact is added in Dynamics 365, and instantly creates a contact in PandaDoc. Save time, eliminate manual data entry, and keep your customer records up to date in both platforms.
Easily streamline your sales process by connecting Microsoft Dynamics 365 CRM with PandaDoc. This workflow triggers when a new contact is added in Dynamics 365, and instantly creates a contact in PandaDoc. Save time, eliminate manual data entry, and keep your customer records up to date in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact [Deprecated]
Create a new contact in PandaDoc.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
