Crm Newshubb
Advertisement
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
Crm Newshubb
No Result
View All Result
Home CRM Software & Tools

Lead Management with Power Automate – CRM Software Blog

admin by admin
May 17, 2023
in CRM Software & Tools


 

Websites come in many different shapes and sizes.  They can run on a variety of platforms and use several different coding languages.  Despite these differences, all clients want the same the same result from their websites … deliver an easy way to capture and track their website leads in their CRM system.

This seems like an easy request, but it’s always a challenge for every new client. They typically have a vendor who is great at building websites, but they have no idea how to integrate to your CRM. This is typical because they need to understand the CRM’s schema, API and authentication complexities. Even if they have that knowledge, it still brings up a lot of ongoing questions:

  • How are they going to maintain the code when your CRM’s schema changes?
  • Will they be responsible for maintaining and updating the authentication process?
  • Do you really want your website vendor responsible for implementing related business logic, like ownership assignment?

Sorry if I scared you, but these are very real concerns that you need to take into consideration. But don’t worry… If you’re using Microsoft Dynamics 365 and the Power Platform, then Beringer can help !!!

Power Automate Flow Benefits

We can solve this problem with Power Automate Flow, which allows us to expose a custom API endpoint for the website vendor. The vendor can simply submit their existing payload to the custom API endpoint, and let us do the hard work!

There’s a lot of benefits with this approach, as opposed to the website vendor integrating directly… (read full post on www.beringer.net)

 



Source link

Previous Post

Power BI and PowerPoint Connected! – CRM Software Blog

Next Post

Elevating Client Service and Driving Growth with Microsoft & HSO

Next Post

Elevating Client Service and Driving Growth with Microsoft & HSO

Recommended

Lead Management with Power Automate – CRM Software Blog

May 17, 2023

Vtiger CRM Blog » Different ways a CRM can help you Reduce Costs for your Business

October 27, 2022

Most Important Stages of Every Marketing Funnel

July 28, 2022

How CPQ Complements Microsoft Dynamics 365 CRM – CRM Software Blog

February 6, 2023

Don't miss it

CRM Software & Tools

Helped the Client Enrich Patient Experience with Dynamics Portal

May 25, 2023
CRM Software & Tools

Power BI Delivers Powerful Data Set Comparisons – CRM Software Blog

May 24, 2023
CRM Software & Tools

How to Create Bookable Equipment Resources in Microsoft Dynamics 365 Field Service – CRM Software Blog

May 23, 2023
CRM Software & Tools

Experience CRM with Microsoft Dynamics 365 Copilot

May 22, 2023
CRM Software & Tools

Supercharge Your Sales: 6 Essential Apps to Enhance Dynamics 365 CRM in a Sales Manager’s Daily Routine! – CRM Software Blog

May 21, 2023
CRM Software & Tools

Is it possible to cut quote times by 90%? – CRM Software Blog

May 20, 2023
crm-white

© CRM News Hubb All rights reserved.

Use of these names, logos, and brands does not imply endorsement unless specified. By using this site, you agree to the Privacy Policy and Terms & Conditions.

Navigate Site

  • Home
  • News
  • CRM Software & Tools
  • Contact us

Newsletter Sign Up

No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us

© 2022 CRM News Hubb All rights reserved.