Overview
Connect Microsoft Dynamics 365 Sales to Octanist so your ad platforms learn which campaigns bring in deals, not just form fills. As opportunities move through pipeline stages in Microsoft Dynamics 365 Sales, the matching leads in Octanist update and the results go back to your ad platforms as offline conversions.
How it works
You sign in with Microsoft Dynamics 365 Sales and choose the pipeline to follow. Then you map pipeline stages to qualified, won and lost. Octanist checks Microsoft Dynamics 365 Sales for changes about once an hour and matches each record to the lead it came from by email address or phone number.
Close the sales-marketing loop
Your sales team already keeps Microsoft Dynamics 365 Sales up to date. Octanist turns that work into the signal your ad platforms need to bid on the leads that become customers.
Use cases
Stage mapping
Choose which pipeline stages count as qualified, won or lost. Other stages leave the lead alone.
Deal value
The amount on a won record becomes the conversion value, so bidding can optimize for revenue.
Offline conversions
Qualified and won leads go to Google Ads, Meta Ads and the other ad platforms you connected.
No webhooks to set up
Connect by signing in to Microsoft Dynamics 365 Sales. There are no automations to build or URLs to paste.
Getting started
Open Integrations in Octanist and choose Microsoft Dynamics 365 Sales. Tell us which actions in Microsoft Dynamics 365 Sales mean qualified, won or lost, and our team sets up the connection with you.
