Easily connect Leadinfo to your Microsoft Dynamics 365 environment.
Gain access to valuable Leadinfo data within your CRM system. Once you've set up the integration, you can share data from Leadinfo to Microsoft Dynamics.
In this article, we'll discuss:
- Why you should connect Microsoft Dynamics to Leadinfo
- How to set up the integration
- How to automatically send leads to Microsoft Dynamics
- How to manually send leads to Microsoft Dynamics
- How to create opportunities & tasks in Microsoft Dynamics
Why Connect Microsoft Dynamics to Leadinfo
Before you set up the integration, let's dive deeper into what the benefits of connecting Microsoft Dynamics to Leadinfo. First and foremost, with the integration you can:
🆕 Create a new company in Microsoft Dynamics
🔗 Link website visitors to existing companies within Microsoft Dynamics
💻 View pages a company visits within Microsoft Dynamics
💰 Create opportunities and connect them to a company within Microsoft Dynamics
✅ Set up tasks for yourself or for colleagues within Microsoft Dynamics
This allows you to integrate the information from Leadinfo into your current sales flow.
Good to know 📝 When you connect a company, Leadinfo sends the most recent visit to Microsoft Dynamics 365. Future visits are always shared.
How do I set up the Microsoft Dynamics integration?
Step 1: Log in to the Leadinfo portal and go to settings.
Step 2: Under integrations, select “Microsoft Dynamics”.
Step 3: Fill out your environment URL and click on "Connect to Microsoft Dynamics".
Step 4: Once you've linked Microsoft Dynamics to Leadinfo you can change the settings of the integration. Determine;
- If you want to automatically link your website visitors to companies in your CRM
- If you want to send over the website visits to your CRM as a note in the company profile
- In what language the notes need to be placed in
- The default type of lead
- What fields you want to send to Dynamics when you create a new account or a new lead. Click here to learn more on how to set up these fields.
How do I automatically send/connect leads to Microsoft Dynamics
We will only send data to Microsoft Dynamics when you have connected a company. You can either connect a company manually or automatically. Follow the below steps to automatically send leads to Microsoft Dynamics.
Step 1: Think about what companies you want to send to Microsoft Dynamics. You can use these questions to get a clear view on what companies are interesting for you.
- What company characteristics does an interesting company have?
Do you focus on specific branches or specific sizes?
- What kind of behaviour do they need to show?
Think about the number of pages, or what pages an interesting company needs to visit.
Step 2: Based on the questions in step 1 you can start setting up your trigger. Navigate to “Triggers” and create a new trigger.
Step 3: Determine the rules a company needs to meet in order to be sent over toy our CRM. In the example below we only want to send over companies from the UK, with more than 5 employees and who have visited our pricing page.
Step 4: Under "Action" select the CRM system you've installed in step 1 and determine what you want to do:
- Create new companies - Leadinfo will immediately create a new company within your CRM system.
- Connect with existing companies - Leadinfo will only connect the website visitors to an existing company within your CRM
- Create new or connect with existing companies - Leadinfo will either create a new company or, if the company already exists, connect the company to the existing company within your CRM.
Good to know 📝: Leadinfo will check on several data point if a company already exists in your CRM. Data points such as domain, phone number, chamber of commerce number etc.
Step 5: Select who should be the company owner within your CRM system and enable the action.
Step 6: Make sure you save the trigger by switching the toggle in the top right corner and click “Save”.
For example, say we want to create a new company when it is a new lead or connect the company to an existing company within your CRM. By doing so, the future website visits will be shared as. note within your CRM system.
How do I Manually connect leads from Leadinfo to Microsoft Dynamics?
Step 1: First go to the company profile you want to connect.
Step 2: Click on the button "Link to Microsoft Dynamics" in the right corner.
Step 3: Connect the company to Microsoft Dynamics. You can do this in two ways:
Step 3a: Does the company already have a profile in Microsoft Dynamics? Search for the company you would like to connect it to and click on "Connect".
Step 3b: Do you want to create a new company in Microsoft Dynamics? Select the correct account owner, give the company a name (prefilled) and click on "Create and link".
Step 4: You will immediately find the company in Microsoft Dynamics.
How to create opportunities and tasks from Leadinfo
Once you connect a company within Leadinfo to a company within Microsoft Dynamics, you will find the associated opportunities and tasks of that company within Leadinfo. Stay up to date on the current tasks and opportunities of your website visitor or create new ones straight from your Leadinfo inbox.
Creating a new opportunity
Step 1: Click on "New opportunity" in the top right corner
Step 2: Fill out the needed details in the pop-up, and click on "Save opportunity". A new opportunity will be created within your Microsoft Dynamics environment.
Creating a task
Step 1:To create a task, click on "New task" in the top right corner.
Step 2: Fill out the needed details in the pop-up, and click on "Save task". A new task will be created within your Microsoft Dynamics environment.
Please note: When you connect a company as a "Lead", it is not possible to attach tasks or opportunities in Dynamics. Notes will also only be created when a company is connect as an "Account" in Dynamics.