Dynamics 365 Integration
Sales to Legal, instantly.
Trigger Zegal contracts directly from Dynamics 365 opportunities. Close deals faster without leaving your Microsoft ecosystem.
Dynamics 365
Z
ZegalSeamless sales flow.
Keep your sales team in Dynamics, and your legal team in control.
Opportunity Trigger
Generate contracts when Opportunity stage hits 'Proposal'.
Bi-Directional
Contract status updates sync back to Dynamics timeline.
Data Mapping
Pull Account and Contact data directly into templates.
Activity Logging
Every view and signature is logged as an Activity.
How it works
Simple setup. Powerful automation.
1
Install Plugin
Add the Zegal app to your Dynamics instance.
2
Map Fields
Link Dynamics entities (Account Name, Deal Value) to your contract templates.
3
Automate
Set triggers to generate and send contracts when deals reach specific stages.
Data Mapping
Source Field
Zegal Field
Source Field
Zegal Field
Source Field
Zegal Field