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.
- Free forever for core features
- 14 day trial for premium features & apps