Integrations Microsoft Dynamics 365 Business Central Leadsquared
Microsoft Dynamics 365 Business Central + Leadsquared

Connect Microsoft Dynamics 365 Business Central and Leadsquared to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Leadsquared

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Leadsquared

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Leadsquared

Actions

Find Shipment

Find Shipment

Get an existing shipment details.

Create Sales Invoice

Create Sales Invoice

Creates new sales invoice.

Create new Item

Create new Item

Creates new item

Create a new lead

Create a new lead

Create a lead in LeadSquared

Find a lead by email id

Find a lead by email id

Find a lead using email id

Find Lead by Phone

Find Lead by Phone

Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Leadsquared?

To start, connect both your Microsoft Dynamics 365 Business Central and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Leadsquared (or vice versa).

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Leadsquared?

Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics 365 Business Central and Leadsquared?

The data sync between Microsoft Dynamics 365 Business Central and Leadsquared typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics 365 Business Central to Leadsquared?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics 365 Business Central and Leadsquared?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and Leadsquared. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Dynamics 365 Business Central

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

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Leadsquared

About Leadsquared

Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.

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