Elite Funnels + Microsoft Dynamics 365 CRM Integration

Connect Elite Funnels to Microsoft Dynamics 365 CRM in 1 click

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1.
  • Elite Funnels
    Form response is created in Elite Funnels Instant
  • Elite Funnels
    Contact is created or updated in Elite Funnels Instant
  • Elite Funnels
    Order is created in Elite Funnels Instant
  • Elite Funnels
    Order is updated in Elite Funnels Instant
  • Elite Funnels
    Booking is created in Elite Funnels Instant
  • Elite Funnels
    Product is created in Elite Funnels Instant
  • Elite Funnels
    Product is updated in Elite Funnels Instant
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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Ready Workflows Ready Workflows   for Elite Funnels + Microsoft Dynamics 365 CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Elite Funnels Integration

Create Elite Funnels contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Elite Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Elite Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Elite Funnels + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Elite Funnels form submission

When someone completes your Elite Funnels, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Elite Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Elite Funnels - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Elite Funnels + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Elite Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Elite Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Elite Funnels + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Elite Funnels order

As an online store owner, you're likely using Elite Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Elite Funnels with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Elite Funnels Automations from
Integrately Community

Just click on the workflow you want to automate

Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
Elite Funnels logo
ActiveCampaign logo
Create ActiveCampaign contact for new Elite Funnels contact
Activate
Elite Funnels logo
Freshsales classic logo
Create Freshsales classic contact for new Elite Funnels form submission
Activate
Elite Funnels logo
ActiveCampaign logo
Create ActiveCampaign contact for new Elite Funnels order
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels contact
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
Elite Funnels logo
ActiveCampaign logo
Create ActiveCampaign contact for new Elite Funnels contact
Activate
Elite Funnels logo
Freshsales classic logo
Create Freshsales classic contact for new Elite Funnels form submission
Activate
Elite Funnels logo
ActiveCampaign logo
Create ActiveCampaign contact for new Elite Funnels order
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels contact
Activate
Elite Funnels logo
Microsoft Excel logo
Create Microsoft Excel row for new Elite Funnels form submission
Activate
Elite Funnels logo
Online Live Support logo
Send Online Live Support message for new Elite Funnels form submission
Elite Funnels logo
Plivo logo
Send Plivo message for new Elite Funnels form submission
Elite Funnels logo
MailerSend logo
Send MailerSend message for new Elite Funnels form submission
Elite Funnels logo
SMS Idea logo
Send SMS Idea message for new Elite Funnels form submission
Elite Funnels logo
Microsoft Excel logo
Create Microsoft Excel row for new Elite Funnels form submission
Activate
Elite Funnels logo
Online Live Support logo
Send Online Live Support message for new Elite Funnels form submission
Elite Funnels logo
Plivo logo
Send Plivo message for new Elite Funnels form submission
Elite Funnels logo
MailerSend logo
Send MailerSend message for new Elite Funnels form submission
Elite Funnels logo
SMS Idea logo
Send SMS Idea message for new Elite Funnels form submission

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
02
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
03
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
04
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
05
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
cloud
Microsoft Dynamics 365 CRM
app integration
06
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
07
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
08
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
09
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
10
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
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You Can Also Connect Elite Funnels or Microsoft Dynamics 365 CRM With 1400+ Other Apps

Elite Funnels
Elite Funnels
If you're looking to create high-converting landing pages and funnels in a matter of minutes, then Elite Funnels is the right tool for you! Convert first time visitors into customers with easy to follow, step-by-step process.
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.