Lob + Microsoft Dynamics 365 CRM
Create and send letters in Lob for new contacts in Microsoft Dynamics 365 CRM
Easily send personalized letters to new contacts in Microsoft Dynamics 365 CRM with this time-saving automation. Once set up, every time you add a new contact in Dynamics 365 CRM, a tailored letter will be sent to them using the Lob platform. Improve your customer outreach process and make a lasting impression with minimal effort.
Easily send personalized letters to new contacts in Microsoft Dynamics 365 CRM with this time-saving automation. Once set up, every time you add a new contact in Dynamics 365 CRM, a tailored letter will be sent to them using the Lob platform. Improve your customer outreach process and make a lasting impression with minimal effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Letter
Creates a new letter in a double window envelope that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (www.lob.com/docs#letters) for details.
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