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Microsoft Dynamics 365 CRM + PandaDoc

Update PandaDoc contacts when Microsoft Dynamics 365 CRM contacts are modified

Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 CRM and PandaDoc with this automation workflow. Every time a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the corresponding contact in PandaDoc, ensuring your contact information is always current across both platforms. Streamline your contact management and save valuable time with this simple, yet effective solution.

Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 CRM and PandaDoc with this automation workflow. Every time a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the corresponding contact in PandaDoc, ensuring your contact information is always current across both platforms. Streamline your contact management and save valuable time with this simple, yet effective solution.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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