Blueink + Microsoft Dynamics 365 CRM

Create Blueink signature requests for new Microsoft Dynamics 365 CRM leads

Improve your sales efficiency by simplifying lead management and document signing. By implementing this process, every time a new lead is entered into Microsoft Dynamics 365 CRM, a request for a signature will be automatically generated in Blueink. Save time and stay organized by automating these essential tasks in your sales process.

Improve your sales efficiency by simplifying lead management and document signing. By implementing this process, every time a new lead is entered into Microsoft Dynamics 365 CRM, a request for a signature will be automatically generated in Blueink. Save time and stay organized by automating these essential tasks in your sales process.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    BlueinkBlueink
    Create Bundle From Template

    Creates a new Bundle using Template.

    ActionWrite
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Supported triggers and actions

blueink logo
blueink logo

About Blueink

Blueink provides electronic signature and document services including online uploads, display, delivery, and storage services for documents.

Related categories

  • Signatures
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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