Add Microsoft Dynamics 365 CRM opportunity data to Windsor.ai
Integrate your Microsoft Dynamics 365 CRM Opportunity data with all your Google Ads, Facebook Ads, LinkedIn Ads, Bing and Analytics Data to understand the whole customer journey.
Integrate your Microsoft Dynamics 365 CRM Opportunity data with all your Google Ads, Facebook Ads, LinkedIn Ads, Bing and Analytics Data to understand the whole customer journey.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this...Find Contact
Finds a contact by email address or other searchable field.
- then do this...Find Account
Finds an account by name.
- then do this!Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
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