Customer Engagement & Dynamics CRM Forum

 View Only
  • 1.  Get Response - Leads vs. Contacts Question

    Posted Nov 26, 2021 11:40 AM
    Dynamics has both Leads AND Contacts, but Get Response only integrates with Contacts.

    How do I use Get Response to market to the Leads that I have within CRM?  Do I have to turn them into contacts or something (that won't work for us).

    Geoff Campbell
    Red-D-Arc Welderentals
    Grimsby ON

  • 2.  RE: Get Response - Leads vs. Contacts Question

    Posted Dec 13, 2021 03:19 PM
    I'm not familiar with Get Response but we had a similar scenario where our marketing software had a native connection to D365 for Leads and Contacts, but we needed to sync Accounts, too.  We built an integration with Dell Boomi to handle this since we were already using it for other integrations between system in our company.  If you don't already have a third-party integration program, I wonder if you might be able to build something with Power Automate to handle this.

    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC

If you've found this thread useful, dive deeper into User Group community content by role