CRM Integration for Document Creation

Why CRM-connected document creation?

Many organizations spend hours every day manually copying customer data from their CRM into documents. This wastes time and introduces errors. With Documentaal, you generate documents directly from your CRM: current customer data, correct pricing and the right terms – automatically.

Supported CRM systems

Microsoft Dynamics 365

dStyle365 integrates natively with Dynamics 365. Users generate documents directly from the Dynamics interface without leaving the CRM. All entities are available: accounts, contacts, opportunities, orders and custom entities.

HubSpot

Via API integrations, Documentaal connects with HubSpot. Documents are generated based on HubSpot objects and automatically stored as attachments or in a connected document management system.

HubSpot

For organizations using HubSpot, Documentaal provides integrations via the HubSpot API. Deal, contact and company data are automatically incorporated into documents.

Key benefits

• Zero manual data entry: All data comes directly from the CRM
• Always current: Changes in the CRM are automatically reflected
• Fewer errors: No more typos in names, addresses or amounts
• Full traceability: Every document is linked to the correct CRM record
• Time savings: Average 4+ hours per employee per week