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Microsoft Dynamics 365 CRM + Saleo

Microsoft Dynamics 365 CRM + Saleo

Microsoft Dynamics 365 CRM + Saleo integrations

Update or create Microsoft Dynamics 365 contacts from new Saleo Capture tours

Automatically create or update a contact in Microsoft Dynamics 365 whenever someone completes a new Saleo Capture tour. This Zap checks if a contact already exists based on their email—if it does, the contact is updated with the latest engagement details; if not, a new contact is created. It’s the perfect way to enrich your CRM with live product interest data and make sure your sales team can follow up faster.

  1. When this happens...
    New Capture Lead
    New Capture Lead
    New Capture LeadTriggers when a new Capture starts via Form Fill or a Custom Link.
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More things you can do with Saleo and Microsoft Dynamics 365 CRM

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

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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 Saleo
    Saleo is a comprehensive demo platform offering solutions for both live demos and interactive, on-demand demos.
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