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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Transaction Action
Track transaction actions, like purchases or refunds.
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