Microsoft Dynamics 365 CRM + SignWell Integration
Integrate Microsoft Dynamics 365 CRM to SignWell in one click, or tell Integrately AI how you want each lead handled. Trigger agreements, track signature statuses, send completed document PDFs, and alert your team 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 created in SignWell Instant- Document is sent in SignWell Instant
- Document is signed in SignWell Instant
- Document is expired in SignWell Instant
- Template is created in SignWell Instant
- Document is completed in SignWell Instant
- Document is viewed in SignWell Instant
- Document is cancelled in SignWell 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 completed document PDF by id in SignWell
- Create document from template in SignWell
- Create template in SignWell
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + SignWell Integration
Send documents for signature from new leads, track completions, store signed PDFs, and update your CRM records, 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 + SignWell flow
Keep your team updated, log agreements in spreadsheets, process payments, and manage deals across your stack. Pick a combination and activate it in one click.
+
Microsoft Outlook (6)
Microsoft Outlook (6) +
Microsoft Excel (5)
Microsoft Excel (5) +
Salesforce (4)
Salesforce (4) +
Slack (5)
Slack (5) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) M
S
M
When a lead is created in Microsoft Dynamics 365 CRM, create a SignWell document and send an email notification in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads trigger a SignWell document instantly, while Microsoft Outlook notifies your team so follow-ups happen without manual delays.
S
M
M
When a document is completed in SignWell, update the lead in Microsoft Dynamics 365 CRM and email the confirmation in Microsoft Outlook
Completed SignWell agreements update your Microsoft Dynamics 365 CRM records automatically and notify stakeholders through Microsoft Outlook.
M
S
M
When an account is created in Microsoft Dynamics 365 CRM, create a SignWell document and send an email in Microsoft Outlook
New Microsoft Dynamics 365 CRM accounts trigger agreement creation in SignWell and alert your administrative team in Microsoft Outlook.
S
M
M
When a document is expired in SignWell, update the lead in Microsoft Dynamics 365 CRM and notify your team via Microsoft Outlook
Expired SignWell documents update Microsoft Dynamics 365 CRM lead records instantly while Microsoft Outlook alerts your sales reps.
M
S
M
Use Claude to evaluate new Microsoft Dynamics 365 CRM leads, create a SignWell document, and email the review via Microsoft Outlook
Claude reviews incoming Microsoft Dynamics 365 CRM leads before SignWell generates agreements, sending briefs directly through Microsoft Outlook.
M
S
S
M
When an opportunity is created in Microsoft Dynamics 365 CRM, create a SignWell document, update Salesforce, and email via Microsoft Outlook
Microsoft Dynamics 365 CRM opportunities trigger SignWell agreements, update Salesforce records, and notify teams in Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and SignWell
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 → SignWell Triggers & Actions
Instant
Document is signed in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is completed in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is viewed in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is cancelled in SignWell
Triggers each time a document is signed by a recipient
Try it → What can you automate with Microsoft Dynamics 365 CRM + SignWell?
Streamline your document workflows by connecting Microsoft Dynamics 365 CRM triggers directly to SignWell actions.
📝
Generate agreements from new CRM leads
Automatically trigger a SignWell document from a template whenever a new lead or account is created in Microsoft Dynamics 365 CRM. Eliminate manual drafting and send contracts to prospects instantly.
📋
Capture all custom field data accurately
Map specific Microsoft Dynamics 365 CRM lead details directly into your SignWell agreement fields. Ensure every document contains precise client information without manual re-typing.
🔔
Alert your team upon document completion
Send instant notifications to your sales or legal channels as soon as a SignWell document is signed or completed. Keep all stakeholders informed the moment contracts are executed.
🔀
Route agreements based on lead tiers
Trigger different document templates or assign distinct workflows depending on specific field values submitted in Microsoft Dynamics 365 CRM. Tailor your agreements to enterprise or standard tiers.
🔄
Keep CRM records updated in real time
Automatically update Microsoft Dynamics 365 CRM lead, contact, or account stages whenever a SignWell document is viewed, signed, or completed. Maintain flawless pipeline visibility.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new records upon document completion.
⏳
Manage document expirations and cancellations
Update CRM lead stages automatically when a SignWell document expires or is cancelled. Ensure your sales team knows immediately when to re-engage prospects.
🌐
Extend your workflow to team apps
Connect your core Microsoft Dynamics 365 CRM and SignWell flow to tools like Slack, Microsoft Outlook, or Google Drive to notify teams, email clients, or archive signed PDFs.
And much more...
Who is Microsoft Dynamics 365 CRM + SignWell integration for?
Connecting Microsoft Dynamics 365 CRM and SignWell eliminates manual document creation, keeping sales pipelines accurate and agreements moving without administrative delays.
Sales Operations Managers
Account Executives
Client Success Teams
Business Development Leads
Revenue Operations Specialists
Sales Administrators
📈
Sales Operations Managers
You oversee pipeline reporting in Microsoft Dynamics 365 CRM, but tracking signed contracts requires constant manual cross-checking, so your conversion metrics are always behind — this integration means every completed SignWell agreement updates your CRM records instantly and your dashboard stays accurate.
⚡
Account Executives
You need to send contracts to prospective clients the moment a lead qualifies, but drafting agreements by hand delays your follow-ups — with this integration, every new Microsoft Dynamics 365 CRM lead triggers a SignWell document instantly and your deals move forward without friction.
🤝
Client Success Teams
You answer to external stakeholders who demand immediate visibility into signed onboarding documents, but hunting for files across systems wastes valuable time — automating both apps means signed PDFs and status updates flow directly into your tracking records without manual searching.
📊
Business Development Leads
The volume of inbound enterprise leads is too high for your team to keep up with manual document preparation and CRM data entry — this integration means every account creation generates agreements automatically and your team handles higher volume effortlessly.
⚙️
Revenue Operations Specialists
You own the downstream billing and activation steps and depend on sales reps to hand over signed contracts, but details often fall through the cracks — connecting these apps means every signature triggers downstream tasks automatically with zero manual handoffs.
🗂️
Sales Administrators
You need a reliable audit history of every client agreement, but manual record-keeping always leaves gaps in your Microsoft Dynamics 365 CRM history — automating both apps means every document event is logged accurately and your pipeline data remains complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + SignWell
Build and manage your Microsoft Dynamics 365 CRM + SignWell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SignWell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + SignWell Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Microsoft Dynamics 365 CRM + SignWell Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to SignWell?
You can connect Microsoft Dynamics 365 CRM to SignWell in 1-click using ready-made templates or by asking Integrately AI to build your custom workflow. It supports popular apps like Microsoft Outlook, Microsoft Excel, Salesforce, and Slack.
Can I automatically create a SignWell document when a new lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, SignWell, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SignWell?
How does Microsoft Dynamics 365 CRM handle lead updates in this integration?
Can SignWell document completions update my CRM records?
How do I automate Microsoft Dynamics 365 CRM and SignWell without coding?
Is the Microsoft Dynamics 365 CRM and SignWell integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Microsoft Dynamics 365 CRM or SignWell With 1500+ Other Apps
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to customer success, marketing, and analytics platforms to manage your client relationships.
See All
Microsoft Dynamics 365 CRM Integrations
Microsoft Dynamics 365 CRM Integrations
No popular apps found
Popular SignWell Integrations
Sync SignWell with document storage, e-signature tracking, and productivity tools to keep agreements moving.
See All
SignWell Integrations
SignWell Integrations
No popular apps found
