Create or update PandaDoc contacts for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts with this Microsoft Dynamics 365 CRM to PandaDoc automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will create or update the contact information in PandaDoc, ensuring your contact lists stay organized and up-to-date. Save time and streamline your sales process with this seamless integration.
Effortlessly manage your leads and contacts with this Microsoft Dynamics 365 CRM to PandaDoc automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will create or update the contact information in PandaDoc, ensuring your contact lists stay organized and up-to-date. Save time and streamline your sales process with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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