Microsoft Dynamics 365
Automate CRM updates and keep consent in sync with Microsoft Dynamics.
Leads, activities and consent move between eMarketeer and Dynamics 365 automatically, so sales acts on qualified leads without manual work.
Create or update leads
Push contacts into Dynamics as Leads, with duplicate prevention and automatic linking to existing Contact and Account records.
Log tasks and phone calls
Write activities into Dynamics with an owner, a description and a schedule. Smart or strict matching.
Add to marketing lists
Put Leads or Contacts straight onto Dynamics Marketing Lists for segmentation.
Consent and subscription sync
Two-way consent updates, synchronised subscription categories, and validation before every send.
Import marketing lists
Bring Dynamics Marketing Lists in as a standard import, or on the fly while setting up an email.
From form to sales-ready
The same path every lead takes, whatever the source.
- 01
Capture
Leads come in from forms, landing pages, events, social lead ads and email engagement.
- 02
Qualify
Engagement and behaviour triggers decide when a lead is ready to reach sales.
- 03
Act in the CRM
A journey runs the Dynamics action: create the lead, log the task, add it to the list.
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