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.
For the Enterprise version of the Microsoft Dynamics Connector see this page. |
Once this feature has been added to your account head to Settings > Integrations > Connectors and enter your credentials into the Salesforce.com Create Connector. Once you've successfully connected you'll see a prompt similar to the one below.
Export person and company data into Microsoft Dynamics. Export one or more records simultaneously with a single button click.
From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.
From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.
Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Microsoft Dynamics:
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.
Sending the Lead to your Dynamics CRM will either create a new lead or update an existing lead.
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 |
Mobile Phone | 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 |
Do not Call | Do Not Call |