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Microsoft Dynamics 365 CRM + Proposify Integrations

How to connect Microsoft Dynamics 365 CRM + Proposify

Zapier lets you send info between Microsoft Dynamics 365 CRM and Proposify automatically—no code required.

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Supported triggers and actions

What does this mean?

How Microsoft Dynamics 365 CRM + Proposify Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM + Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn More

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