Formstack Documents + Microsoft Dynamics 365 CRM
Create data route merges in Formstack Documents for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads with this Microsoft Dynamics 365 CRM and Formstack Documents workflow. Whenever a new lead is created in Microsoft Dynamics 365 CRM, this simple automation will generate a data route merge in Formstack Documents, streamlining the conversion of leads into useful documents. Say goodbye to manual data entry and hello to a more efficient sales process.
Effortlessly manage your leads with this Microsoft Dynamics 365 CRM and Formstack Documents workflow. Whenever a new lead is created in Microsoft Dynamics 365 CRM, this simple automation will generate a data route merge in Formstack Documents, streamlining the conversion of leads into useful documents. Say goodbye to manual data entry and hello to a more efficient sales process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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