Basic Dynamics CRM Integration with FunnelBud Go

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A quick and straightforward integration between FunnelBud Go and Dynamics CRM with no extra technical experience needed.

With this solution, you can take your nurturing process to the next level and ensure you never miss a lead

Solution expert: Priya Jain

SKU: 2207210611 Categories: , Included in License Cost: Starter, BasicTechnologies: FunnelBud GoEstimated Delivery Timeline: 2 weeks
What this solution gives you
  • A simple sync between FunnelBud Go and Dynamics CRM.
  • An option to sync all or selected contacts from FunnelBud Go to Dynamics, and select which contact fields to map between the two systems.
  • An option to sync FunnelBud Go contacts as Dynamics leads or Dynamics contacts.
  • An option to sync FunnelBud Go’s companies with Dynamics’ companies.

How we will deliver this solution to you
  • We need an access to your Dynamics CRM account and the conditions that contacts must meet before they are sent to Dynamics CRM.
  • We will setup everything based on the basic integration process for Dynamics CRM.
  • When the integration is done, we will deliver that solution to you, show you how it works and provide a user documentation.
Cost to implement

This solution is included in your package.

 

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Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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