Microsoft Dynamics 365 CRM + Annature Integration
Integrate Annature to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Track completed eSignatures, create leads and contacts in your CRM, update records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated 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
Envelope is sent in Annature Instant- Envelope is voided in Annature Instant
- Envelope is completed in Annature Instant
- Recipient sent copy of envelope in Annature Instant
- Envelope viewed by recipient in Annature Instant
- Recipient declines to sign in Annature Instant
- Delivery is failed in Annature Instant
- Recepient has completed action in Annature Instant
2.
- 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
- Get envelope by ID in Annature
- Create account in Annature
- Create group in Annature
- Cancel envelope in Annature
- Resend account verification in Annature
- Delete a group in Annature
- Deactivate an account in Annature
- Restore an account in Annature
- Get group by ID in Annature
- Get account by ID in Annature
- Search account in Annature
- Search group in Annature
- Search envelop in Annature
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Annature Integration
Capture signed envelopes, create CRM records, update contacts, alert your 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 Annature + Microsoft Dynamics 365 CRM flow
Keep your broader stack updated with signed envelope details, team notifications, and customer emails. Pick a combination and activate it in one click.
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Microsoft Outlook (3)
Microsoft Outlook (3) +
HubSpot (2)
HubSpot (2) +
Microsoft Teams (2)
Microsoft Teams (2) +
Slack (2)
Slack (2) +
Mailchimp (2)
Mailchimp (2) +
Xero (2)
Xero (2) A
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Create a Microsoft Dynamics 365 CRM contact when an Annature envelope is completed, and send a confirmation email in Microsoft Outlook
Completed Annature envelopes automatically create CRM contacts and dispatch confirmation emails through Microsoft Outlook without manual data entry.
A
M
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Update a Microsoft Dynamics 365 CRM lead when an Annature envelope is voided, and notify your sales team in Microsoft Outlook
Voided Annature envelopes immediately update CRM lead statuses and alert your team via Microsoft Outlook.
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Update a Microsoft Dynamics 365 CRM contact when a recipient declines to sign in Annature, and email the account manager in Microsoft Outlook
Declined Annature signatures update CRM contact records and notify account managers via Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Annature
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 → Annature Triggers & Actions
Instant
Envelope is completed in Annature
Triggers the automation when an envelope is completed
Try it → Instant
Recipient sent copy of envelope in Annature
Triggers the automation when a recipient is sent a copy of an envelope
Try it → Instant
Envelope viewed by recipient in Annature
Triggers the automation when the recipient views the envelope
Try it → Instant
Recipient declines to sign in Annature
Triggers the automation when recipient declines to sign a document
Try it → Instant
Recepient has completed action in Annature
Triggers the automation when a recipient completes an action
Try it → What can you automate with Annature + Microsoft Dynamics 365 CRM?
Streamline your document workflows by connecting eSignatures directly to your customer records.
✍️
Create CRM leads from completed envelopes automatically
Trigger a new lead or contact in Microsoft Dynamics 365 CRM the moment an envelope is completed in Annature. Eliminate manual copying and keep sales pipelines moving.
📋
Capture all signer details in CRM fields
Map complete signer information, timestamps, and metadata from Annature directly into custom fields in Microsoft Dynamics 365 CRM for precise record-keeping.
🔔
Alert your team instantly when agreements are signed
Send notifications to internal communication channels or team inboxes as soon as Annature recipient actions occur, ensuring swift follow-up.
🔀
Route deals based on recipient responses
Branch your automation logic depending on whether an Annature envelope is completed, voided, or declined, updating Microsoft Dynamics 365 CRM accordingly.
🔄
Keep CRM contact statuses updated as documents change
Reflect real-time document progress in Microsoft Dynamics 365 CRM whenever an envelope is viewed, signed, or cancelled in Annature.
🔍
Search and update existing accounts instead of duplicates
Search for existing records in Microsoft Dynamics 365 CRM before creating new entries, preventing duplicate contacts when Annature envelopes finish.
⚠️
Log voided or declined envelopes in your CRM
Record unsuccessful document signings in Microsoft Dynamics 365 CRM automatically when an Annature envelope is voided or declined by a recipient.
📧
Send signed confirmation emails via Microsoft Outlook
Extend your Annature and Microsoft Dynamics 365 CRM workflow by dispatching custom client follow-ups and notifications using Microsoft Outlook.
And much more...
Who is Annature + Microsoft Dynamics 365 CRM integration for?
Sales, legal, and operations teams using Annature and Microsoft Dynamics 365 CRM can eliminate manual data entry and keep customer records synchronized.
Performance marketers and sales managers
Customer success teams
Compliance officers
High-volume sales representatives
Account managers
Operations managers
📈
Performance marketers and sales managers
You report on signed agreements and deal conversions, but your CRM records are always lagging behind because someone has to export data by hand — this integration means every completed envelope updates your CRM instantly and your conversion reports stay accurate.
⚡
Customer success teams
You need to act fast when an agreement is signed, and you find out too late because documents sit unread in your inbox — automating both apps means every completed envelope triggers immediate CRM updates so you can onboard clients without delay.
📋
Compliance officers
You answer to auditors or legal partners who want to see signed documentation attached to records, but files remain scattered across systems — integrating these apps means every agreement is logged against the correct CRM account with zero manual effort.
📞
High-volume sales representatives
The volume of agreements is too high for anyone to keep up by hand, leading to missed updates and outdated lead statuses — with this integration, every signed document automatically advances your CRM pipeline without manual data entry.
🤝
Account managers
You own the client relationship and depend on someone upstream to hand over signed documents before you can start work — automating both apps means completed Annature envelopes instantly update Microsoft Dynamics 365 CRM so you never miss a handoff.
🗂️
Operations managers
You need a reliable audit history and keep finding gaps where signed forms were never attached to customer profiles — connecting these apps means every recipient action creates a permanent, searchable record in your CRM.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Annature
Build and manage your Microsoft Dynamics 365 CRM + Annature automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Annature with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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.
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Frequently Asked Questions
How do I connect Annature to Microsoft Dynamics 365 CRM?
You can connect Annature to Microsoft Dynamics 365 CRM in just one click using ready templates or by asking Integrately AI to build the automation and map the fields. You can also connect apps like Microsoft Outlook, HubSpot, Microsoft Teams, Slack, Mailchimp, and Xero.
Can I automatically create Microsoft Dynamics 365 CRM leads when an Annature envelope is completed?
Can I connect Annature, Microsoft Dynamics 365 CRM, and Microsoft Teams?
What is a good Zapier alternative for Annature and Microsoft Dynamics 365 CRM?
How does Annature handle data when an envelope is voided or declined?
How does Microsoft Dynamics 365 CRM record updates when documents are signed?
Do I need coding skills to automate Annature and Microsoft Dynamics 365 CRM?
Is the Annature and Microsoft Dynamics 365 CRM integration free?
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