Microsoft Dynamics
Connect Snitcher to Microsoft Dynamics 365 and automatically sync identified website visitors as leads, contacts, or accounts.
Key features
- Lead and contact sync
- Account enrichment
- Custom entity support
- OData integration
- Field mapping
Use cases
- Create leads from website visitors in Dynamics
- Enrich account records with website engagement
- Trigger Power Automate flows from website activity
Overview
The Microsoft Dynamics integration allows you to sync identified website visitors directly to your Dynamics 365 CRM. Create leads, update accounts, and leverage website intent data in your sales processes.
How it works
- Snitcher identifies companies visiting your website
- Visitor data is matched against existing Dynamics records
- New records are created or existing records are enriched
- Power Automate flows can be triggered for automation
Setup
- Navigate to Settings → Integrations in Snitcher
- Click Connect next to Microsoft Dynamics
- Sign in with your Microsoft account and authorize
- Configure your field mappings
- Set up sync filters
Best Practices
- Use Dynamics views to segment website-sourced leads
- Set up Power Automate flows for automated follow-up
- Configure notifications for account owners
