Proposify

Proposify + Microsoft Dynamics 365 CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Microsoft Dynamics 365 CRM, with as many as 62 possible integrations. Are you ready to find your productivity superpowers?

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Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect Proposify + Microsoft Dynamics 365 CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Create Lead

Creates a new lead.

New Opportunity

Triggers when a new opportunity is created.

Create Account

Creates a new account.

New Contact

Triggers when a new contact is created.

Update Lead

Updates a lead.

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Streamline your proposals in the cloud with designer-friendly proposal software.

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

See Microsoft Dynamics 365 CRM Integrations