ClickFunnels Beta

Microsoft Dynamics CRM Beta


Integrate ClickFunnels with Microsoft Dynamics CRM
when a successful purchase is made in a funnel in clickfunnels , creates a new contact in Microsoft Dynamics CRM.




What is ClickFunnels?

With Clickfunnels, you are just a few simple clicks away from a beautifully-designed website marketing funnel.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.



How to set the workflow up

  • Select ClickFunnels as your trigger app and select an event
  • Select Microsoft Dynamics CRM as your action app and select an event
  • Map the fields from ClickFunnels to Microsoft Dynamics CRM by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a successful Purchase is made in a Funnel in ClickFunnels , creates a new contact in Microsoft Dynamics CRM.

Coming soon

  

When a successful Purchase is made in a Funnel in ClickFunnels , creates a new lead in Microsoft Dynamics CRM.

Coming soon

  

When a successful Purchase is made in a Funnel in ClickFunnels , finds an existing contact Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon

  

When a successful Purchase is made in a Funnel in ClickFunnels , finds an existing lead Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon