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
  • 14 views

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


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1 reply

Userlevel 7
Badge +8

Hey @MattL! Welcome to Zapier Community! ๐Ÿ‘‹

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.ย 

If youโ€™re answers are not found on the recommended page, feel free to come back here and I am happy to assist!ย ๐Ÿ˜†