Microsoft Dynamics 365 CRM + SalesViewer

Find and update leads in Microsoft Dynamics 365 for new returning SalesViewer® visitors

If you want to keep active leads in your Microsoft Dynamics 365 automatically up to date, this Zap updates leads based on visits from new returning SalesViewer® visitors. This way you can always work with the latest data on your leads, without any added clicks or keystrokes.

If you want to keep active leads in your Microsoft Dynamics 365 automatically up to date, this Zap updates leads based on visits from new returning SalesViewer® visitors. This way you can always work with the latest data on your leads, without any added clicks or keystrokes.

  1. When this happens...
    SalesViewerSalesViewer
    Returning Visitors

    Triggers when a company visited your website more than once.

    TriggerPolling
  2. automatically do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Lead

    Finds a lead by email address or other searchable field.

    ActionSearch
  3. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Lead

    Updates a lead.

    ActionWrite
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Supported triggers and actions

  • SalesViewer triggers, actions, and search

    Returning Visitors

    Triggers when a company visited your website more than once.

    Trigger
    Polling
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

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  • CRM (Customer Relationship Management)
  • Microsoft

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salesviewer logo

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
Learn more

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