Create SignRequests for new Microsoft Dynamics 365 CRM leads using templates in SignRequest
Streamline your sales process by automating the document signing process for new leads in Microsoft Dynamics 365 CRM. With this workflow, each time a new lead is added to your CRM, a personalized SignRequest template will be sent to their email for a seamless and efficient document signing experience. Boost productivity and ensure a timely response from your leads with this smart integration.
Streamline your sales process by automating the document signing process for new leads in Microsoft Dynamics 365 CRM. With this workflow, each time a new lead is added to your CRM, a personalized SignRequest template will be sent to their email for a seamless and efficient document signing experience. Boost productivity and ensure a timely response from your leads with this smart integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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