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  • Is it possible to move quotes from Microsoft Dynamics 365 CRM to Pipedrive when a new quote is created?
Question

Is it possible to move quotes from Microsoft Dynamics 365 CRM to Pipedrive when a new quote is created?

  • 26 May 2023
  • 1 reply
  • 13 views
MattL

Am I able to create an automation that moves quotes from Dynamics 365 to Pipedrive automatically?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

chanelle
Userlevel 7
Badge +8

Hey @MattL! Welcome to Zapier Community! 👋

You can take a look at all the possible Triggers and Actions for a Microsoft Dynamics 365 CRM and Pipedrive integration here. From the information provided, I do not foresee an issue with you use case, but can not be sure without further detail. 

If you’re answers are not found on the recommended page, feel free to come back here and I am happy to assist! 😆

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