Overview
Lead Liaison's Microsoft Dynamics Lite Connector enables you to export records from Lead Liaison into Microsoft Dynamics. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Microsoft Dynamics from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
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Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with SalesforceMicrosoft Dynamics:
- Optionally saves a copy of the email to Salesforce Microsoft Dynamics using SalesforceMicrosoft's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in Salesforce Microsoft Dynamics (if it doesn't already exist) when the Log in CRM setting is enabled.
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To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section.
Field Mappings
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Fields in red font are required |
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Results
Sending the Lead to your Dynamics CRM will either create a new lead or update an existing lead.
Field Mappings
Microsoft Dynamics Field | Lead Liaison Field |
Full Name | Full Name |
First Name | First Name |
Title | Job Title |
Last Name | Last Name |
Company | Company |
Lead Source | Original Lead Source |
Industry | Industry |
Annual Revenue | Annual Revenue |
Work Mobile Phone | Work Mobile Phone |
Fax | Fax |
Website | Website |
No of Employees | Number of Employees |
Street | Street Address |
City | City |
State | State/Province |
Zip Code | Zipcode |
Country | Country |
Description | Description |
Salutation | Salutation |
Mobile | Mobile Phone |
Do not Call | Do Not Call |