When you integrate Dynamics 365 with Leadfeeder you have a number of different options regarding default fields and customizations for your Dynamics 365 account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customizations and syncs but be sure to go through the other resources to get a full view of this powerful integration!

We can send the following elements to Dynamics 365:

  • Latest Leadfeeder Visit and View in Leadfeeder
  • Organization Name
  • Link to Leadfeeder
  • Customization:
    Send visits for Manually Connected leads
    Send visits for Automatically Connected leads
    Send lead Comments
    Default Pipeline Stage
    Default Task Status
    Default Task Priority
    Default Opportunity Name

Syncable entities: Theses are the records that are allowed to be synced between Dynamics 365 and Leadfeeder. Tasks are dependent on leads and opportunities.

  • Contacts
  • Tasks
  • Opportunities
  • Leads

Automations:
When setting up feed automations that send leads to Dynamics 365 you have the ability to configure them how they are sent. You can read more about these automations here. The fields below are the options and fields available to send to Dynamics 365.
NOTE: Create deal and task are only applied to Leadfeeder leads that are already connected to existing organizations.

  • Create as Account
        Owner
  • Create as Lead    Owner    Lead contact name
  • Create Opportunity        
        Owner        
        Name    
        Days to set closing date    
        Stage
  • Create Task        
        Owner        
        Subject          
        Priority
        Status

Manual connections:When sending leads manually to Dynamics 365 you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Dynamics 365.

  • Connect as an Account    
        Connect to an existing account    
        Create a New account
             Name
             Owner
  • Connect as a Lead    
        Connect to an existing Lead        
        Create a New Lead
            Owner        
            Organization        
            Contact details    
  • New visits are sent automatically
  • Send existing visits as a note to Dynamics 365
  • Send existing Leadfeeder lead comments as a note to Dynamics 365

Once leads are connected you have the ability to create and send:

  • Tasks    
        Title    
        Owner        
        Status
        Priority    
        Due date
  • Opportunity  
        Title      
        Owner        
        Stage    
        Expected Closing Date

Related:
Integrate Dynamics 365 with Leadfeeder

Send Leads to Dynamics 365 with automation
Send Leads to Dynamics 365

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