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Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM

Funnelytics + Microsoft Dynamics 365 CRM integrations

Create Funnelytics transactions from new Microsoft Dynamics 365 CRM leads

Effortlessly manage and track your leads with this powerful workflow between Microsoft Dynamics 365 CRM and Funnelytics. When a new lead is added in Dynamics 365 CRM, this automation transfers the data to Funnelytics, creating a transaction action. This seamless process saves time and ensures every lead is accurately represented in your marketing funnel analysis.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead 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
    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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