This integration allows you to see which website visitors are already in your Dynamics 365 CRM plus create new Leads, Accounts, Tasks and Opportunities.
What is Microsoft Dynamics 365
Microsoft Dynamics 365 is a CRM and business application that connects people, products, and data to help companies transform customer experiences and business processes. By integrating Dynamics 365 to Leadfeeder, you can see which website visitors are known to you and exist in your Dynamics already, as well as create new Leads, Accounts, Tasks and Opportunities from Leadfeeder. Best of all, you can send website visitor details about your leads from Leadfeeder to Dynamics 365 to sales team members for managing upsell opportunities, and new sales opportunities, thereby turning your sales pipeline into a well-oiled machine!
Please note, currently Leadfeeder integrates with the Online version only of Dynamics. We do not integrate with the On-Premise version.
Benefits of Integrating Dynamics 365 and Leadfeeder
From Leadfeeder, after you setup your Microsoft 365 Dynamics 365 integration, you’ll be able to see which website visitors are “Found in CRM,” and exist in your Dynamics 365 already. From Leadfeeder, you can create new Leads, Accounts, Tasks and Opportunities to create a pipeline in your CRM based on your website visitor behaviors.
Set your custom filter to help you understand the behavior of Leads, Accounts and Opportunities that spend the most time on your website. This allows Leadfeeder to automatically update your Dynamics 365 with details about select companies visiting your website.
Once you setup these filters, you can see in your Dynamics 365 CRM what Accounts and Leads spent the most time looking at on your website. Now you can easily qualify a promising company and choose which member of your sales team is the Lead or the Account owner, and you can then send this information via email notifications, Slack notifications or other actions using our Zapier integration.
From Leadfeeder to Microsoft Dynamics 365 you can:
See all existing companies visiting your site that are already connected to Dynamics 365
Manage leads that were created in Leadfeeder
You can manage the CRM lead owner, opportunities that were created in Leadfeeder, opportunity owner, opportunity stage and lastly, CRM opportunity status
How to get started
First step, go to integrations.leadfeeder.com and select the Leadfeeder account you want to connect to your Dynamics 365. Then, read these simple support articles below to get your account setup properly, or contact us via the Chat feature in your Leadfeeder interface: