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.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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