Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge
When this happensStep 1: New Opportunity
Then do thisStep 2: Create Document Merge
Need a way to automatically populate documents like proposals, contracts, quotes, and more from Microsoft Dynamics CRM? Setup the Microsoft Dynamics CRM-WebMerge integration and each time you get a new deal in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Microsoft Dynamics CRM-WebMerge integration works
- A new opportunity is added to Microsoft Dynamics CRM
- Zapier automatically sends the data over to WebMerge
- Microsoft Dynamics CRM