Create proposals in Offri for new contacts in Microsoft Dynamics 365 CRM
Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM and Offri. When a new contact is added to your Microsoft Dynamics 365 CRM, it triggers the creation of a proposal in the Offri app. This automation saves you time and helps ensure that every potential client is swiftly presented with a professional proposal, keeping your sales process efficient and organized.
Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM and Offri. When a new contact is added to your Microsoft Dynamics 365 CRM, it triggers the creation of a proposal in the Offri app. This automation saves you time and helps ensure that every potential client is swiftly presented with a professional proposal, keeping your sales process efficient and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
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