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Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM integrations

Update Funnelytics transactions when Microsoft Dynamics 365 CRM contacts are updated

Keep your sales funnel up-to-date with this efficient workflow between Microsoft Dynamics 365 CRM and Funnelytics. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update a transaction in Funnelytics, ensuring your sales funnel data stays current and accurate. Spend less time on manual updates and more time focusing on driving sales.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  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
    Try It
    • 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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