Dropbox Sign + Microsoft Dynamics 365 CRM
Create signature requests in Dropbox Sign for new contacts in Microsoft Dynamics 365 CRM
Effortlessly streamline your CRM and document signing processes with this convenient workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will automatically trigger the sending of a signature request from a template in Dropbox Sign. By connecting these two powerful apps, you can save time on manual tasks and efficiently manage your business documents and contacts.
Effortlessly streamline your CRM and document signing processes with this convenient workflow. When you add a new contact in Microsoft Dynamics 365 CRM, it will automatically trigger the sending of a signature request from a template in Dropbox Sign. By connecting these two powerful apps, you can save time on manual tasks and efficiently manage your business documents and contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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