Visitor Queue integration with Microsoft Dynamics 365 CRM
How to Add new Visitor Queue leads directly to Microsoft Dynamics CRM
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 Visitor Queue leads directly to Microsoft Dynamics CRM" 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 Visitor Queue integrations
Visitor Queue actions
Nekton can use any feature that is available in Visitor Queue API.
Using our advanced AI, you can easily create custom automations for Visitor Queue.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a new lead is created.
About Visitor Queue
Visitor Queue is a B2B lead generation software that allows you to identify the businesses that have visited your website.