Getting Snitcher and Microsoft Dynamics connected unlocks two big wins: you can automatically send new leads that match your ideal customer profile straight into your CRM, and you can filter on whether an identified company already exists in Dynamics.
How to connect Microsoft Dynamics?
To get started, navigate to the settings pages -> integrations -> Microsoft Dynamics and follow the prompts. Or hit the button below.
With just a few clicks you can connect the platforms and get back to implementing.
💡 You will need to be a Microsoft Dynamics admin or have the relevant permissions enabled to authenticate the integration.
What will this do?
The integration is a 2-way sync. This means you can:
Send companies to Dynamics.
Send contacts to Dynamics.
See in Snitcher which companies are already in Dynamics. 🎉
When a company is identified and already exists in the CRM, the sync happens and the tile 👇 will be added to the company profile in Snitcher.
How is this done?
Every time Snitcher makes an identification the system checks if the company exists within Microsoft Dynamics and syncs the data.
Choosing how companies sync: Standard vs Lead Flow
Microsoft Dynamics supports two sync modes. This setting decides what gets created in Dynamics when a company is synced.
Standard (the default): identified companies sync to Accounts, and their contacts sync to Contacts.
Lead Flow: Snitcher first looks for a matching Account in Dynamics. If one exists, it links to that Account. If there is no matching Account, it creates a Lead instead of a new Account.
To change the mode, go to Settings > Integrations > Microsoft Dynamics.
Choose Standard or Lead Flow.
When Lead Flow is switched on, you can choose which Snitcher fields are written to the Dynamics Lead.
🚨 Changing the sync mode re-syncs your data. Switching from Lead Flow back to Standard also removes the records that were created as Leads, so change this setting deliberately rather than toggling back and forth.
💡 Lead Flow applies however a company reaches Dynamics, automatic identification, an automation, or the manual "Send to Dynamics" action all follow the mode you set here.
Manually send companies to Dynamics
Click on any company profile in Snitcher that doesn't have a Synced icon next to the name (is not yet in Microsoft Dynamics).
On the company profile you will see the option to "Send to Dynamics".
Sending contacts to Dynamics
You can now send individual contacts directly to Dynamics!
Navigate to the People tab in Snitcher.
Select a contact you want to send.
💡 Pro Tip! Make sure to reveal the email address first before sending the contact to your CRM.
3. Click "Send to Dynamics" to push the contact into your CRM.
How to send leads to Microsoft Dynamics with automation?
To configure an automation that sends leads to Microsoft Dynamics, you will first need to create a Segment in Snitcher.
💡 We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged good fit leads and avoid cluttering up your CRM.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = 'Send leads to Dynamics'
🚨 It's important to be strict with the Segment (filters) you use to send leads to HubSpot when using automation. Start with a conservative approach and rather sending through too dew leads until you are sure the filtering is set up correctly.
How to filter on Microsoft Dynamics attributes in Snitcher?
Head over to filters and drop down the menu. With Microsoft Dynamics connected you will see additional fields that you can filter on.
Here's an example Segment you can use to send notifications to specific team members when their lost deals revisit the website.
As always, have fun and feel free to drop us a message if you feel like saying hello, have an idea or need a hand getting set up 👋