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Lob + Microsoft Dynamics 365 CRM

Lob + Microsoft Dynamics 365 CRM

Lob + Microsoft Dynamics 365 CRM integrations

Create and send letters in Lob for new contacts in Microsoft Dynamics 365 CRM

Easily send personalized letters to new contacts in Microsoft Dynamics 365 CRM with this time-saving automation. Once set up, every time you add a new contact in Dynamics 365 CRM, a tailored letter will be sent to them using the Lob platform. Improve your customer outreach process and make a lasting impression with minimal effort.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Send Letter
    Send Letter
    Send LetterCreates a new letter in a double window envelope that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (www.lob.com/docs#letters) for details.
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More things you can do with Microsoft Dynamics 365 CRM and Lob

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Lob

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Lob
Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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