Microsoft Dynamics 365 CRM + Xodo Sign Integration
Integrate Microsoft Dynamics 365 CRM to Xodo Sign in one click, or tell Integrately AI how you want each lead handled. Capture documents, create contacts, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Document is completed in Xodo Sign Instant- Document is sent in Xodo Sign Instant
- Document is signed in Xodo Sign Instant
- Document is created in Xodo Sign Instant
- Document is cancelled in Xodo Sign Instant
2.
- Get marketing list members in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Create contact in Xodo Sign
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Xodo Sign Integration
Capture completed documents, create new leads, update records, alert your sales team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + Xodo Sign flow
Streamline document tracking and customer updates by connecting your favorite communication, CRM, and accounting tools. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Microsoft Teams (4)
Microsoft Teams (4) +
HubSpot (4)
HubSpot (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
DocuSign (4)
DocuSign (4) +
Stripe (4)
Stripe (4) X
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Create a Microsoft Outlook contact when a Xodo Sign document is completed, and update the lead in Microsoft Dynamics 365 CRM.
Completed Xodo Sign documents instantly create contacts in Microsoft Outlook and update your records in Microsoft Dynamics 365 CRM, eliminating manual data entry.
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Send a Microsoft Outlook email alert when a Microsoft Dynamics 365 CRM lead is created, and create a contact in Xodo Sign.
Notify your team via Microsoft Outlook whenever a new Microsoft Dynamics 365 CRM lead is created, while automatically setting up their contact profile in Xodo Sign.
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When a Microsoft Dynamics 365 CRM contact is updated, send a summary email in Microsoft Outlook and create a contact in Xodo Sign.
Keep communication channels synchronized by emailing updates via Microsoft Outlook and adding signing contacts in Xodo Sign.
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When a Xodo Sign document is signed, send a confirmation email in Microsoft Outlook and update the lead in Microsoft Dynamics 365 CRM.
Confirm document signatures via Microsoft Outlook and automatically update your lead status in Microsoft Dynamics 365 CRM.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Xodo Sign
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
Try it → Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
Try it → Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
Try it → Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
Try it → What can you automate with Microsoft Dynamics 365 CRM + Xodo Sign?
Streamline your entire document signing and CRM management lifecycle with automated data syncs and instant record updates.
📄
Sync completed signoffs to CRM records
Automatically update Microsoft Dynamics 365 CRM leads or accounts the moment a document is completed in Xodo Sign. Eliminate manual data entry and keep your customer database perfectly synchronized.
📋
Capture all signer and document details
Map every available field from Xodo Sign documents into Microsoft Dynamics 365 CRM instead of just basic names. Ensure your records contain complete audit trails and custom attributes.
🔔
Alert your team instantly on completion
Notify sales reps or managers the second a client signs a document in Xodo Sign, triggering immediate next steps in Microsoft Dynamics 365 CRM without waiting for manual status checks.
🔀
Route workflows based on document data
Trigger different actions in Microsoft Dynamics 365 CRM depending on specific Xodo Sign document values or agreement types, ensuring high-value contracts get priority attention.
🔄
Keep CRM data updated as signoffs progress
Reflect every status change—from document sent to signed and completed—across your Microsoft Dynamics 365 CRM accounts and opportunities in real time.
👤
Prevent duplicate contacts and accounts
Search existing Microsoft Dynamics 365 CRM records before creating new entries from Xodo Sign signers, keeping your database clean and organized.
⚠️
Handle document cancellations and declines
Automatically update Microsoft Dynamics 365 CRM opportunities or tasks if a document is cancelled or rejected in Xodo Sign, keeping your pipeline accurate.
💬
Extend your workflow to Microsoft Teams
Notify your team channels in Microsoft Teams whenever a Xodo Sign document is completed and the corresponding record is updated in Microsoft Dynamics 365 CRM.
And much more...
Who is Microsoft Dynamics 365 CRM + Xodo Sign integration for?
Sales leaders, operations managers, and finance teams struggling with manual document tracking and CRM updates will save hours of administrative work every week.
Sales Operations Managers
Account Executives
Client Success Teams
Enterprise Sales Directors
Legal and Compliance Specialists
Operations Coordinators
📈
Sales Operations Managers
You're tracking agreement statuses in Microsoft Dynamics 365 CRM but your signing logs only update when someone manually checks Xodo Sign, so your pipeline reports are always outdated — this integration means every completed document updates your CRM records instantly and your pipeline data stays accurate.
⚡
Account Executives
You need to initiate signing workflows the moment a lead enters Microsoft Dynamics 365 CRM, but manual outreach causes delays — with this integration, every new lead triggers document dispatch in Xodo Sign automatically and deals move forward without friction.
🤝
Client Success Teams
You answer to clients asking about contract execution progress, but hunting across platforms wastes valuable time — with this integration, document milestones in Xodo Sign update your Microsoft Dynamics 365 CRM cases immediately so you can provide instant answers.
📈
Enterprise Sales Directors
The volume of high-value proposals in Microsoft Dynamics 365 CRM is too high for your team to handle manually in Xodo Sign, leading to bottlenecks — with this integration, document creation and contact syncing run seamlessly at scale.
💼
Legal and Compliance Specialists
You own the contract approval stage and depend on sales reps to hand over signed files from Xodo Sign into Microsoft Dynamics 365 CRM, but things often get missed — with this integration, every signed agreement lands in the right CRM record without manual intervention.
🗂️
Operations Coordinators
You need a reliable history of all client agreements and keep finding gaps between Xodo Sign and Microsoft Dynamics 365 CRM due to manual oversight — with this integration, every activity is logged consistently and your audit trails remain complete.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Xodo Sign
Build and manage your Microsoft Dynamics 365 CRM + Xodo Sign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Xodo Sign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Xodo Sign?
You can connect Microsoft Dynamics 365 CRM to Xodo Sign in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and signing tools alongside Microsoft Outlook, HubSpot, and QuickBooks Online.
Can I automatically update Microsoft Dynamics 365 CRM when a Xodo Sign document is completed?
Can I connect Microsoft Dynamics 365 CRM, Xodo Sign, and HubSpot?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Xodo Sign?
How do Microsoft Dynamics 365 CRM leads sync with Xodo Sign?
Can Xodo Sign document statuses trigger updates in Microsoft Dynamics 365 CRM?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Xodo Sign?
Is the Microsoft Dynamics 365 CRM and Xodo Sign integration free?
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