Create documents in Documint for new leads in Microsoft Dynamics 365 CRM
Effortlessly generate documents for your new leads with this Microsoft Dynamics 365 CRM and Documint automation. Once activated, new leads in Microsoft Dynamics 365 CRM will trigger the creation of a document in Documint, saving you time and ensuring consistency across your sales process. Enhance your lead follow-up and streamline your workflow with this seamless integration.
Effortlessly generate documents for your new leads with this Microsoft Dynamics 365 CRM and Documint automation. Once activated, new leads in Microsoft Dynamics 365 CRM will trigger the creation of a document in Documint, saving you time and ensuring consistency across your sales process. Enhance your lead follow-up and streamline your workflow with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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