When this happens...
Microsoft Dynamics CRM (For use with Dynamics version 8)New Lead
Then do this...
PDFfillerCreate Filled Document

Have you ever missed an opportunity to close a deal because of time? Automate your document workflow so you can focus on customer communication and business strategy. Set up Zapier automation to easily create pre-filled agreements, contracts, and invoices using data from new Microsoft Dynamics CRM leads. Never miss out on another opportunity again.

How this Microsoft Dynamics CRM-PDFfiller integration works

  1. A new lead is added in Microsoft Dynamics CRM
  2. Zapier creates a filled document in PDFfiller with the new lead’s information

Apps involved

  • Microsoft Dynamics CRM
  • PDFfiller
Premium
Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

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It's easy to connect Microsoft Dynamics CRM (For use with Dynamics version 8) + PDFfiller and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggered when a new contact is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Download Filled Form

Download a filled form as a file.

Signature Request Completed

Triggers when a signature request finalizes as completely signed or declined.

Create Filled Document

Create a new filled document based on an existing fillable document.

New Filled Form

Triggers when a form is filled out.

Download Document

Download a document as a file.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

PDFfiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.

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