With Leadport’s golden moment call feature, every new customer record created in Microsoft Dynamics triggers an instant call.
Your sales team connects with leads within seconds, establishing first contact and reaching customers before hot sales opportunities are lost.
Quick responses boost customer satisfaction and help you stay ahead of competitors.
All customer and lead information from Microsoft Dynamics is automatically synchronized with Leadport.
This integration allows you to quickly route leads to the right sales representatives without the need for manual data entry.
Automation speeds up your workflow, giving you the opportunity to capitalize on sales leads instantly.
Leadport’s advanced reporting features let you track leads from Microsoft Dynamics and monitor your sales team's performance in real time.
Use AI-powered sales coaching to analyze calls and provide personalized feedback to your team, continuously improving their sales performance.
This allows you to better meet customer needs and optimize your sales process.
Open the Integration tab in your Leadport dashboard to begin setup.
Create a unique integration KEY in Leadport to be used during your Zapier setup.
Sign in to your Zapier account to start creating your automated workflow.
Click on “Create Zap” to launch a new automation process.
Search for and select “Microsoft Dynamics” as your trigger application.
Pick an action that will initiate the workflow, such as “New Lead.”
Enter your Microsoft Dynamics credentials and complete any necessary configuration.
Choose “Leadport” as the app where the triggered action will be executed.
Select the specific Leadport action you’d like to trigger—like “Create Instant Callback.”
Connect the fields from your Microsoft Dynamics form to the correct Leadport fields.
Find your created Leadport KEY in the relevant field in your Zapier field.
Click “Publish” to activate your Zap and start sending leads from Microsoft Dynamics into Leadport.
Yes, Leadport integrates seamlessly with Facebook Lead Forms, Hubspot, and other CRMs, as well as Zapier for automation.
Yes, it integrates seamlessly to manage and call leads from Facebook ads.
Yes, Leadport can be integrated with Hubspot for streamlined lead management.
Yes, it supports integration with various CRM systems.
Yes, allowing you to automate workflows and connect with numerous apps.
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94%
of customers say they increase their lead-to-sale ratio
88%
of customers say they gain deeper insights from conversation data
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