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Microsoft Dynamics 365 CRM + Windsor.ai

Add Microsoft Dynamics 365 CRM opportunity data to Windsor.ai

Integrate your Microsoft Dynamics 365 CRM Opportunity data with all your Google Ads, Facebook Ads, LinkedIn Ads, Bing and Analytics Data to understand the whole customer journey.

Integrate your Microsoft Dynamics 365 CRM Opportunity data with all your Google Ads, Facebook Ads, LinkedIn Ads, Bing and Analytics Data to understand the whole customer journey.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerScheduled
  2. automatically do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Contact

    Finds a contact by email address or other searchable field.

    ActionSearch
  3. then do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Account

    Finds an account by name.

    ActionSearch
  4. then do this!
    Windsor.aiWindsor.ai
    Add CRM Data

    If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom EntityRequired

    Trigger
    Scheduled
    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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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Windsor.ai

Windsor.ai helps to integrate Media, Analytics and CRM data.

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