Microsoft Dynamics 365 CRM + pdfFiller
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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
- Free forever for core features
- 14 day trial for premium features & apps
