Docspo + Microsoft Dynamics 365 CRM

Create new Docspo clients from Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads and boost productivity with this seamless workflow between Microsoft Dynamics 365 CRM and Docspo. Once activated, every time a new lead is added in Dynamics 365, a client will be created in Docspo, keeping your records up-to-date and ensuring a smooth onboarding process for your clients. Stay organized and enhance your business operations with this easy-to-implement automation.

Effortlessly manage your new leads and boost productivity with this seamless workflow between Microsoft Dynamics 365 CRM and Docspo. Once activated, every time a new lead is added in Dynamics 365, a client will be created in Docspo, keeping your records up-to-date and ensuring a smooth onboarding process for your clients. Stay organized and enhance your business operations with this easy-to-implement automation.

  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!
    DocspoDocspo
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

docspo logo
docspo logo

About Docspo

Send beautiful documents for eSignature.

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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