CRM & marketing · Microsoft CRM
Connect Dynamics 365 Sales.
With Flowmage.
Dynamics 365 Sales knows everything about customers and opportunities, but orders, invoices and support questions often live in other systems. With an integration, sales sees what finance and support see, and nobody retypes data between Dynamics 365 Sales and the rest.
Every process in Dynamics 365 Sales.
Flowmage has a standard connector for Dynamics 365 Sales. Everything Dynamics 365 Sales exposes through its API can be used in a flow: fetching, creating and updating data, and reacting to changes. The examples below are a selection, not a limit.
Three examples.
What starts a flow, and what it does.
Triggers
- New contact or lead
- Deal won or stage changed
- Form submitted on the website
- Contact unsubscribed or updated
Actions
- Create or update a contact or company
- Log an activity or note
- Create or move a deal
- Add a contact to a list
These are the most used. Every event and object Dynamics 365 Sales offers through its API can be used.
What organisations automate with Dynamics 365 Sales
- Keep customers in sync with accounting
- Turn a won deal into a customer and invoice
- Website forms straight into Dynamics 365 Sales
- Support history visible to sales
Often connected with Dynamics 365 Sales
SalesforceCRM platform
HubSpotCRM and marketing
Zoho CRMCRM platform
ActiveCampaignMarketing automation and CRM
MailchimpE-mail marketing
WordPressCMS and website platform
PipedriveSales CRM
Teamleader FocusCRM, quotes and invoicing
PerfectViewCRM softwareFrequently asked questions.
Which processes in Dynamics 365 Sales can we automate?
In principle all of them. Flowmage has a standard connector for Dynamics 365 Sales. Everything Dynamics 365 Sales exposes through its API can be used in a flow: fetching, creating and updating data, and reacting to changes. Want to see what your process looks like? Bring it to the demo.
Which system leads for customer data?
We agree that per field. Often Dynamics 365 Sales leads for contact details and accounting for financial data.
Do you prevent duplicate contacts?
Yes. The flow first checks whether a contact or company exists, by e-mail, company number or your own key.
Does it work in real time?
Where Dynamics 365 Sales supports webhooks the flow reacts immediately. Otherwise it checks for changes at a set interval.
What does it cost?
Flowmage has one fixed monthly fee, with unlimited flows and runs. Implementation and support are billed on use. In a demo you get a price that fits your situation.
Included with every flow.
Every run on record
Step by step: what came in, what happened and what went out.
AI explains failures
When a run fails, Flowmage tells you why in plain language, and what to do.
Retry built in
On a hiccup Flowmage tries again. Or you re-run with one click.
Test and production apart
With versions and an audit trail. Nothing goes live without approval.
Data in the Netherlands
Hosted in Dutch data centres, with one data processing agreement for everything.
Quick help
One fixed contact. On average we respond within five minutes.
Ready to connect Dynamics 365 Sales?
Bring your process to the demo. We show what the integration with your systems looks like.