Announcing our Integration with Microsoft Dynamics 365
We’ve been working hard on a powerful new integration with leading CRM Microsoft Dynamics 365.
Available on our Connect plan, our integration with Microsoft Dynamics 365 offers the below features:
- Sync your contacts in CallTrackingMetrics with contacts in your Microsoft Dynamics 365 account, and send information between both platforms to build your contact records
- Connect your CallTrackingMetrics agent to your users in Microsoft Dynamics 365 to track their activity, relationships and conversations
- Trigger events to automatically occur in Microsoft Dynamics 365 based on activity in your CallTrackingMetrics account
- View your call history for Leads and Contacts in your Microsoft Dynamics 365 “Activities” panel
If your sales team engages in phone calls with leads and clients, they’ll be able to view contact record data from Microsoft Dynamics 365 directly within the CTM call log. With historic information directly available during the sales call, your team will be empowered to build their relationship, and close the deal sooner.
This integration is also valuable for anyone running advertisements or marketing campaigns; our highly detailed attribution tools can sync with your leads, contacts, and campaigns in Microsoft Dynamics 365, to enhance your ROI reporting with valuable call data.
This integration is available now! If you’d like to set it up on your Connect plan, we’ve provided a step-by-step guide.