Microsoft Dynamics 365 CRM + Triggerbee

Create new leads in Microsoft Dynamics 365 CRM from new visitor sessions in Triggerbee

Easily track your site's new visitors and streamline your workflow with this connection between Triggerbee and Microsoft Dynamics 365 CRM. With every new visitor session on Triggerbee, a lead is instantly created in your Microsoft Dynamics 365 CRM, aiding in lead management and improving user engagement. All of this is achieved through an efficient and reliable process that eliminates manual data entry, allowing you to focus more on nurturing your prospects. This workflow offers a clear solution to managing and tracking visitor activity effectively.

Easily track your site's new visitors and streamline your workflow with this connection between Triggerbee and Microsoft Dynamics 365 CRM. With every new visitor session on Triggerbee, a lead is instantly created in your Microsoft Dynamics 365 CRM, aiding in lead management and improving user engagement. All of this is achieved through an efficient and reliable process that eliminates manual data entry, allowing you to focus more on nurturing your prospects. This workflow offers a clear solution to managing and tracking visitor activity effectively.

  1. When this happens...
    TriggerbeeTriggerbee
    New Visitor Session

    Triggers when an automation in Triggerbee is run after a visitor session is tracked.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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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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About Triggerbee

Triggerbee is the marketing automation software for small businesses that want to increase sales.

Related categories

  • Marketing