Microsoft Dynamics 365 CRM + Nudgify

Create purchase nudges in Nudgify for new leads in Microsoft Dynamics 365 CRM

Easily stay on top of your sales process with this seamless workflow that connects Microsoft Dynamics 365 CRM with the Nudgify app. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically triggers the creation of a purchase nudge in Nudgify—a gentle reminder for your prospect to take action. Streamline your lead nurturing efforts and increase the likelihood of converting leads into customers with this efficient automation.

Easily stay on top of your sales process with this seamless workflow that connects Microsoft Dynamics 365 CRM with the Nudgify app. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically triggers the creation of a purchase nudge in Nudgify—a gentle reminder for your prospect to take action. Streamline your lead nurturing efforts and increase the likelihood of converting leads into customers with this efficient automation.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    NudgifyNudgify
    Create Purchase Nudge

    This will save the data for your "Recent Activity - Purchase" and "Recent Activity - All Purchases" Nudges.

    ActionWrite
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Supported triggers and actions

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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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About Nudgify

Nudgify is a Social Proof App and FOMO App that helps you build Trust and Increase Conversions on Shopify, WooCommerce and more.

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  • Marketing