Unbounce integration with Microsoft Dynamics 365 CRM
How to Add new Unbounce form submissions to Microsoft Dynamics as leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Unbounce form submissions to Microsoft Dynamics as leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Microsoft Dynamics 365 CRM integrations
Microsoft Dynamics 365 CRM actions
Nekton can use any feature that is available in Microsoft Dynamics 365 CRM API.
Using our advanced AI, you can easily create custom automations for Microsoft Dynamics 365 CRM.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates a new account.
Create Case/Incident
Creates a new case/incident.
Update Account
Updates an account.
Update Case/Incident
Updates a Case/Incident.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Account
Finds an account by name.
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.