Microsoft Dynamics 365 CRM + Perspective

Create new leads in Microsoft Dynamics 365 CRM whenever visitors complete funnels in Perspective

Elevate efficiency and capitalize swiftly on new opportunities by integrating Perspective with Microsoft Dynamics 365 CRM. With this workflow, whenever a visitor completes a funnel in Perspective, a new lead will be created instantly in Microsoft Dynamics 365 CRM. You can swiftly respond to customer actions, ensuring you never miss a chance to connect and engage with potential leads. Turn visitor engagement into actionable leads with this simple, yet powerful automation.

Elevate efficiency and capitalize swiftly on new opportunities by integrating Perspective with Microsoft Dynamics 365 CRM. With this workflow, whenever a visitor completes a funnel in Perspective, a new lead will be created instantly in Microsoft Dynamics 365 CRM. You can swiftly respond to customer actions, ensuring you never miss a chance to connect and engage with potential leads. Turn visitor engagement into actionable leads with this simple, yet powerful automation.

  1. When this happens...
    PerspectivePerspective
    Visitor Completed a Funnel

    Triggers when a new visitor reaches the last page of a funnel.

    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

    • FunnelRequired

    Trigger
    Instant
    Try It
    • Custom EntityRequired

    Trigger
    Polling
    Try It
microsoft-dynamics-crm logo
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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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

Related categories

  • Marketing Automation

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