Microsoft Dynamics 365 CRM + SalesViewer integrations
Create leads in Microsoft Dynamics 365 CRM from new company visits in SalesViewer®
Keep your Microsoft Dynamics 365 CRM leads up to date without the time and effort of manual data entry. When new visitors appear in SalesViewer®, this integration automatically searches for a company in Microsoft Dynamics 365 CRM and, if it does not exist, it will create a lead.
- When this happens...Visits From New CompaniesTriggers when a new lead visits your website.
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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
- Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Try ItTriggerPolling - Visits From New Companies
Triggers when a new lead visits your website.
Try ItTriggerPolling - Visits From Favourite Companies
Triggers when a favourite company visits your website.
Try ItTriggerPolling
- New Visits
Triggers when a visit has been detected on your website.
Try ItTriggerPolling - Returning Visitors
Triggers when a company visited your website more than once.
Try ItTriggerPolling
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SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
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