Better Proposals + Microsoft Dynamics 365 CRM

Create proposals in Better Proposals for new contacts in Microsoft Dynamics 365 CRM

Create proposals instantly for new contacts in Microsoft Dynamics 365 CRM with this seamless workflow. Once a new contact is added in Microsoft Dynamics 365 CRM, this integration will generate a professional proposal in Better Proposals. Save time and increase efficiency by automating the proposal creation process, allowing you to focus on closing deals.

Create proposals instantly for new contacts in Microsoft Dynamics 365 CRM with this seamless workflow. Once a new contact is added in Microsoft Dynamics 365 CRM, this integration will generate a professional proposal in Better Proposals. Save time and increase efficiency by automating the proposal creation process, allowing you to focus on closing deals.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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