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Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM integrations

Create Funnelytics transactions for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep track of new contacts in Microsoft Dynamics 365 CRM and visualize their interactions in Funnelytics with this seamless workflow. Whenever a new contact is added in Dynamics 365 CRM, this automation instantly creates a transaction inside Funnelytics, allowing you to monitor and improve your marketing strategies effectively. Save time and maintain consistency by connecting and streamlining these two essential platforms.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Transaction Action
    Transaction Action
    Transaction ActionTrack transaction actions, like purchases or refunds.
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More things you can do with Microsoft Dynamics 365 CRM and Funnelytics

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Funnelytics

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Funnelytics
Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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