Send submission data from involve.me to Microsoft Dynamics 365 and create leads or contacts this native integration.

If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Microsoft Dynamics card.

In order to connect the integration, start by entering an Internal Connection Name, then enter your Microsoft Dynamics 365 Environment URL.

Once you have connected the integration, you'll be able to see the name of your connection.

While in your integration's settings screen, you'll notice that you can choose between two Microsoft Dynamics 365 resources: Leads or Contacts. Whichever you choose, is the one that will be used with the integration.

Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can add fields.

You just need to add the fields you wish to receive data for (see below image), and this will be sent over to Microsoft Dynamics 365.

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me funnel.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact our support team.