Docusign + Microsoft Dynamics 365 CRM
Create DocuSign signature requests for new Microsoft Dynamics 365 CRM leads
Speed up your sales process by streamlining lead management and document signing. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a signature request is instantly created in DocuSign. Save time and stay organized by automating these crucial steps in your sales pipeline.
Speed up your sales process by streamlining lead management and document signing. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a signature request is instantly created in DocuSign. Save time and stay organized by automating these crucial steps in your sales pipeline.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
