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Microsoft Dynamics 365 CRM + SalesViewer

Microsoft Dynamics 365 CRM + SalesViewer

Microsoft Dynamics 365 CRM + SalesViewer integrations

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.

  1. When this happens...
    Returning Visitors
    Returning Visitors
    Returning VisitorsTriggers when a company visited your website more than once.
  2. automatically do this...
    Find Lead
    Find Lead
    Find LeadFinds a lead by email address or other searchable field.
  3. then do this!
    Update Lead
    Update Lead
    Update LeadUpdates a lead.
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More things you can do with SalesViewer and Microsoft Dynamics 365 CRM

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

  • SalesViewer triggers, actions, and search
    Intensive Visits

    Triggers when a company visited your website for at least 30 seconds.

    Trigger
    Polling
    Try It
  • SalesViewer triggers, actions, and search
    Visits From New Companies

    Triggers when a new lead visits your website.

    Trigger
    Polling
    Try It
  • SalesViewer triggers, actions, and search
    Visits From Favourite Companies

    Triggers when a favourite company visits your website.

    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
  • 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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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 SalesViewer
SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
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