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.
Adding the Connector
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 from People Search
Export person and company data into Microsoft Dynamics. Export one or more records simultaneously with a single button click.
Export from Prospect Profile Page
From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.
Export from the Prospects Page
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:
- Optionally saves a copy of the email to Microsoft Dynamics using Microsoft's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in Microsoft Dynamics (if it doesn't already exist) when the Log in CRM setting is enabled.
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
Original Lead Source
No of Employees
Number of Employees
Do not Call
Do Not Call