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Microsoft Dynamics 365 CRM + Perspective

Microsoft Dynamics 365 CRM + Perspective

Microsoft Dynamics 365 CRM + Perspective integrations

Create new leads in Microsoft Dynamics 365 CRM whenever visitors complete funnels in Perspective

Elevate efficiency and capitalize swiftly on new opportunities by integrating Perspective with Microsoft Dynamics 365 CRM. With this workflow, whenever a visitor completes a funnel in Perspective, a new lead will be created instantly in Microsoft Dynamics 365 CRM. You can swiftly respond to customer actions, ensuring you never miss a chance to connect and engage with potential leads. Turn visitor engagement into actionable leads with this simple, yet powerful automation.

  1. When this happens...
    Visitor Completed a Funnel
    Visitor Completed a Funnel
    Visitor Completed a FunnelTriggers when a new visitor reaches the last page of a funnel.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Perspective and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Perspective and Microsoft Dynamics 365 CRM

    • Funnel
      Required
    Trigger
    Instant
    Try It
    • Funnel
      Required
    Action
    Write
    • Funnel
      Required
    Trigger
    Instant
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
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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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About Perspective
Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
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