ActiveCampaign Customer Experience Automation

by ActiveCampaign, LLC

(3 ratings)

Deliver amazing customer experiences and grow your business by connecting with ActiveCampaign

To close more deals and grow your existing customer base, you need to align sales and marketing. ActiveCampaign for Microsoft Dynamics 365 combines the power of customer experience automation (CXA) with the data in your CRM for a unified approach to engage with customers. Use the integration to automate a funnel of inbound prospects, support outbound with automation, qualify leads and use information in Microsoft Dynamics 365 to drive 1:1 automated experiences for every customer.

For businesses of all sizes, ActiveCampaign for Microsoft Dynamics 365 helps:

  • Close more deals and grow your existing customer base by aligning your teams.

Bring sales and marketing together with a common view of your customers by unifying data between your CRM and ActiveCampaign’s customer experience automation (CXA) platform. Combine email, marketing automation, sales automation, and service with the valuable data in your CRM and unleash new growth opportunities for your business.
  • Identify prospects and qualify leads with automation.

Manage all your prospects and customers — automatically. Collect all the information you need and send automated 1:1 follow-ups directly from Microsoft Dynamics. Use automation to capture and qualify leads. Assign each prospect to the right reps and turn your leads into customers—and first-time customers into repeat customers.
  • Extend your valuable CRM data across channels.

Your prospects and customers engage with your brand across email, SMS, landing pages, social, and more. They are already telling you what they want throughout those interactions. ActiveCampaign lets you use information in Microsoft Dynamics to show them exactly what they want to see—while automating connected experiences across every touchpoint.

What you can do:

  • Automatically send marketing qualified leads to Dynamics

  • Map and sync custom fields on lead, contact, and account records

  • Send qualified leads, contacts, accounts, and opportunities to ActiveCampaign

  • Show marketing engagement (email open, responded to, automation entered, completed) in Dynamics

  • Provide marketing approved collateral to sales from the lead or contact record in Dynamics

Accounts and Pricing

You’ll need an ActiveCampaign Professional or Enterprise account to use this app. ActiveCampaign offers a 14-day free trial and paid plans start at $149/month when using the Microsoft Dynamics 365 integration.

At a glance