Send gifts with Sendoso for newly won opportunities in Microsoft Dynamics 365 CRM
When a new deal is won in Microsoft Dynamics 365 CRM, celebrate with your customer and send them a gift with Sendoso!
When a new deal is won in Microsoft Dynamics 365 CRM, celebrate with your customer and send them a gift with Sendoso!
- When this happens...Opportunity Updated
Triggers when an opportunity has been updated.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find Contact
Finds a contact by email address or other searchable field.
- then do this...Send a Physical Gift With Address Collection
This will send an email to confirm the recipient's address, then send a physical gift from your Sendoso account.
- then do this!Update Contact
Updates a contact.
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