Dealfront + MS Dynamics
Optimize your sales process with our Dynamics 365 integration
Integrate Dealfront into your current Dynamics 365 workflow by automatically or manually creating and updating companies, contacts, opportunities, and tasks.
Benefits of Integrating Dealfront with Dynamics 365
Create new opportunities
Increase productivity by reducing the time spent adding new opportunities to your sales pipeline. Bulk send new companies, contacts, and activity details to Dynamics 365 without creating duplicates.
Sync LinkedIn contacts to Dynamics 365
Eliminate time-consuming manual research and data entry. Dealfront’s Browser Extension provides contact details for LinkedIn profiles directly in your browser. All it takes is one-click to add them to Dynamics 365. Learn more
Add contacts to existing opportunities
Increase your deal closure rate by revealing contact details for all relevant stakeholders in open opportunities. Automatically add relevant contacts from within the company to open opportunities in Dynamics 365.
Exclude existing prospects
Boost productivity by minimizing the time spent identifying new prospects. Exclude companies already linked to Dynamics 365 accounts, efficiently removing existing customers/prospects from search results.
Turn page views into pipeline
Automatically create CRM opportunities or tasks for your sales team when target companies show buying intent by visiting your website, enhancing efficiency and driving higher conversion rates through timely engagement.
Automatically retarget open opportunities
Convert more prospects into customers by advertising to the same companies your sales teams are pursuing. Dealfront automatically updates your list of open CRM opportunities so that you can keep your brand or product top of mind with campaigns targeting them.
How to get started
Step 1
Log in or sign up for Dealfront and add the Dynamics 365 integration
Step 2
Read our help center article for instructions on how to setup the integration
Step 3
Start leveraging Dynamic 365 + Dealfront integration.
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