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What information gets sent to Dynamics 365 if I integrate it?

What information gets sent to Dynamics 365 if I integrate it?

This article will tell you what Leadfeeder is able to send to Dynamics 365 and what is matched (synced) between the two.
Helena Hrubesova avatar
Written by Helena Hrubesova. Updated over a week ago

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!

NOTE: Leadfeeder syncs data from your CRM once a day.

We can send the following elements to Dynamics 365:

  • Latest Leadfeeder Visit and View in Leadfeeder

  • Organization Name

  • Link to Leadfeeder

  • Company's website URL

  • Company's city

  • Company's state or province

  • Company's country

  • Company description

  • Number of employees

  • SIC code

  • Customization:

    • Send visits for Manually Connected leads

    • Send visits for Automatically Connected leads

    • Send lead Comments

    • Default Dynamics Stage

    • Default Task Status

    • Default Task Priority

    • Default Opportunity Name

Syncable entities: These 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

  • Accounts (they are always synced and can't be customized)

Automations:
When setting up a custom feed automation that sends leads to Dynamics 365 you have the ability to configure how they are sent. You can read more about automation 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 the 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

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