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Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM integrations

Create custom actions in Funnelytics for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your leads with this seamless integration between Microsoft Dynamics 365 CRM and Funnelytics. When a new lead is created in your CRM, this workflow will trigger a custom action in Funnelytics, helping you track and optimize your sales funnel. Stay organized and focused on closing deals while your marketing analytics is taken care of by this automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Custom Action
    Custom Action
    Custom ActionTrack any kind of action that you want with the flexibility of the custom action
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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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