Microsoft Dynamics 365 CRM + Saleo
Update or create Microsoft Dynamics 365 contacts from new Saleo Capture tours
Automatically create or update a contact in Microsoft Dynamics 365 whenever someone completes a new Saleo Capture tour. This Zap checks if a contact already exists based on their email—if it does, the contact is updated with the latest engagement details; if not, a new contact is created. It’s the perfect way to enrich your CRM with live product interest data and make sure your sales team can follow up faster.
Automatically create or update a contact in Microsoft Dynamics 365 whenever someone completes a new Saleo Capture tour. This Zap checks if a contact already exists based on their email—if it does, the contact is updated with the latest engagement details; if not, a new contact is created. It’s the perfect way to enrich your CRM with live product interest data and make sure your sales team can follow up faster.
- When this happens!New Capture Lead
Triggers when a new Capture starts via Form Fill or a Custom Link.
- Free forever for core features
- 14 day trial for premium features & apps
New Capture Lead
Triggers when a new Capture starts via Form Fill or a Custom Link.
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