Lob + Microsoft Dynamics 365 CRM

Send letters with Lob for new leads in Microsoft Dynamics 365 CRM

Effortlessly send personalized letters to your new leads with this automation between Microsoft Dynamics 365 CRM and Lob. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create and send a customized letter via Lob, helping you build a strong connection with potential customers right from the start. Streamline your lead outreach process and make a memorable impression with this seamless integration.

Effortlessly send personalized letters to your new leads with this automation between Microsoft Dynamics 365 CRM and Lob. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create and send a customized letter via Lob, helping you build a strong connection with potential customers right from the start. Streamline your lead outreach process and make a memorable impression with this seamless integration.

  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!
    LobLob
    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.

    ActionWrite
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Supported triggers and actions

lob logo
lob logo

About Lob

Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.
Learn more

Related categories

  • Printing
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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