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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Bundle From Template
Creates a new Bundle using Template.
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