Create filled documents in PDFfiller from new Microsoft Dynamics leads

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
Create filled documents in PDFfiller from new Microsoft Dynamics leads
Microsoft Dynamics CRM integration logo

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

PDFfiller integration logo

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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