Microsoft Dynamics 365 CRM + Storydoc
Create personalized Storydoc documents for new Dynamics 365 contacts
Welcoming new contacts with personalized content can strengthen relationships from the start, but creating individual documents takes valuable time. This integration automatically handles that for you by generating a customized Storydoc document whenever a new contact is added to your Dynamics 365 CRM. Each contact will automatically receive tailored materials that make a great first impression, letting you focus on building relationships instead of repetitive document creation.
Welcoming new contacts with personalized content can strengthen relationships from the start, but creating individual documents takes valuable time. This integration automatically handles that for you by generating a customized Storydoc document whenever a new contact is added to your Dynamics 365 CRM. Each contact will automatically receive tailored materials that make a great first impression, letting you focus on building relationships instead of repetitive document creation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a New Story Version
Creates a new story version for a specific prospect.
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