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