Getting Snitcher and Microsoft Dynamics connected is an important step.
You can use automation to send new leads matching your ideal customer profile (and behaviour) to the CRM.
Plus you can also filter on if an identified company already exists in the Microsoft Dynamics.
This article will run through how to connect Snitcher with Microsoft Dynamics (spoiler 🚨 it's a few clicks) and provide a quick overview of the functionality you will have at your fingertips.
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 leads to Microsoft Dynamics and see in Snitcher which companies are already in Microsoft 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.
Manually send leads to Microsoft 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 Microsoft Dynamics".
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 HubSpot'
🚨 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 👋