Funnelytics + Microsoft Dynamics 365 CRM

Update Funnelytics transactions when Microsoft Dynamics 365 CRM contacts are updated

Keep your sales funnel up-to-date with this efficient workflow between Microsoft Dynamics 365 CRM and Funnelytics. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update a transaction in Funnelytics, ensuring your sales funnel data stays current and accurate. Spend less time on manual updates and more time focusing on driving sales.

Keep your sales funnel up-to-date with this efficient workflow between Microsoft Dynamics 365 CRM and Funnelytics. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update a transaction in Funnelytics, ensuring your sales funnel data stays current and accurate. Spend less time on manual updates and more time focusing on driving sales.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    FunnelyticsFunnelytics
    Transaction Action

    Track transaction actions, like purchases or refunds.

    ActionWrite
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Supported triggers and actions

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About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

Related categories

  • Analytics
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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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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