Integrate LeadFeeder with Dynamics 365 CRM | CloudFronts

Integrate LeadFeeder with Dynamics 365 CRM

Introduction:

 Leadfeeder provides details of companies visiting your website, you can integrate the same to D365 CRM.

STEP 1: Login to LeadFeeder; On the right corner click on your Account and then on Settings.

You will see the below screen, click on Account to see all possible integrations.

Click on Dynamics 365

STEP 2: Follow the integrations given on the page, click on the solution to download and then import to your CRM Environment.

After publishing, add your CRM URL on point 2 and click authorize on point 3.

The Sync process will start and you will be able to see below screen.

 You can make changes to settings are per your requirements.

The auto sync works once per day, you can choose to Sync now. In case of issues, you can Reconnect or Remove the Integration as well.


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