Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Dynamics 365 CRM and Proposify, with as many as 62 possible integrations. Are you ready to find your productivity superpowers?

Premium
Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Microsoft Dynamics 365 CRM + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create Client

Creates a new client.

New Lead

Triggers when a new lead is created.

Create Proposal

Creates a new proposal.

Proposal Won

Triggers when a proposal is accepted by a client.

Create Account

Creates a new account.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Update Lead

Updates a lead.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

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

See Proposify Integrations