Microsoft Dynamics 365 CRM + Proposify
Create proposals in Proposify for new leads in Microsoft Dynamics 365 CRM
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Proposify. When a new lead is added in your CRM, this workflow will create a proposal in Proposify, ensuring that you can quickly and efficiently send professional proposals to your clients. Improve your response time and stay organized with this seamless automation.
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Proposify. When a new lead is added in your CRM, this workflow will create a proposal in Proposify, ensuring that you can quickly and efficiently send professional proposals to your clients. Improve your response time and stay organized with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.