Spreadly Integrations CRM Integrations Microsoft Dynamics CRM

Sync all your leads from Spreadly with Microsoft Dynamics CRM

Q: What is the Microsoft Dynamics CRM Integration for Spreadly?

The Spreadly and Microsoft Dynamics CRM integration is a seamless, no-code solution designed to automate lead management. With this integration, you can automatically sync your Spreadly leads directly into your Microsoft Dynamics CRM account, streamlining processes and automations.

Q: How do I export leads to Microsoft Dynamics CRM?

Once your Spreadly account is connected to Microsoft Dynamics CRM, your leads will sync automatically with Microsoft Dynamics CRM. You can choose to have new contacts exported to Microsoft Dynamics CRM automatically or manually, based on your preference.

Q: Will updates automatically sync with Microsoft Dynamics CRM?

Absolutely. The Spreadly and Microsoft Dynamics CRM integration automatically updates any changes made to a lead's details in Spreadly, and these updates are seamlessly passed to Microsoft Dynamics CRM. No manual effort is required, reducing the risk of outdated or incorrect information.

Q: Is the integration with Microsoft Dynamics CRM secure?

Yes, maintaining the security of your data is a top priority for us. The Microsoft Dynamics CRM integration adheres to industry-leading security protocols, ensuring that your contact information remains private and secure. You can learn more about our data privacy here: https://spreadly.app/en/legal/privacy.

Q: Are any technical skills required to integrate with Microsoft Dynamics CRM?

No, you don't need any technical skills to connect Spreadly with your Microsoft Dynamics CRM account. You can directly connect to Microsoft Dynamics CRM from your CRM integrations and simply confirm this by signing into your Microsoft Dynamics CRM account. In some cases, the integration might require approval from your IT department.

Q: I've set up custom fields; can they be synced with Microsoft Dynamics CRM as well?

Yes, you can configure the Microsoft Dynamics CRM fields within the custom field attributes in Spreadly. This allows you to map the lead attribute to the corresponding field within Microsoft Dynamics CRM. If you have any specific setup requirements for field mapping, feel free to contact us.