Two-way contact sync between Proposify and Microsoft Dynamics 365

ProposifyMicrosoft Dynamics 365

PieSync integrates Proposify with Microsoft Dynamics 365 for an automatic 2-way contacts sync. Every time you add or update a contact in Proposify, it is automatically synced with Microsoft Dynamics 365, and vice versa - eliminating import/export!

Syncing Proposify with Microsoft Dynamics 365 is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Proposify with Microsoft Dynamics 365.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Proposify

About Proposify

Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.

Microsoft Dynamics 365

About Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM.

Try it out for yourself

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister