Standard Dynamics CRM Integration using Zapier

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Do you have a dedicated sales department working with SQLs? This solution is for you. Integration with Zapier will help your marketing and sales teams to communicate effortlessly and ensure they never miss a lead.

Solution Expert: Priya Jain

SKU: 2207210630 Categories: , Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud Go
What this solution gives you
  1. A sync between Dynamics CRM and FunnelBud with option to sync contacts, accounts and opportunities. Note: For FunnelBud Go clients, we can only sync contacts and accounts.
  2. A complete process that describes information flow between the systems: which information to sync, when to sync them and what happens when the information is received. Please check flowchart below.

 

Contact Sync

 

Account Sync

 

Opportunity Sync (not available for FunnelBud Go)

 

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

Basic Clients

FunnelBud will charge a one-time fee of $150 to implement the sync and an additional $75/m support, upgrade and maintenance fee.

Standard and Premium Clients

The setup of this implementation are included in your license pricing.

You will be billed on your next subscription invoice

Key benefits:
  • Important leads are directly added and marked in Dynamics CRM for the sales reps to work on.
  • You won’t miss any potential deals

 

Related solutions:

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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