Loading

Funnelytics + Microsoft Dynamics 365 CRM

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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    FunnelyticsFunnelytics
    Transaction Action

    Track transaction actions, like purchases or refunds.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
funnelytics logo
funnelytics logo

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.

Related categories

  • Analytics
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier