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

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