Microsoft Dynamics 365 CRM + Offri

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    ActionWrite
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Supported triggers and actions

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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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offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management