Integrations / Microsoft Dynamics 365
Turn your Dynamics 365 data into conversations people answer.
Connect Microsoft Dynamics 365 Sales, and your contacts, their key dates and the fields you track come into Levitate on their own. Reach each person personally, and every email, call, card and text is logged back in Dynamics.
Always current.
Contacts sync from Dynamics 365.
Your fields, ready to use.
Custom fields come in as tags, and custom dates as key facts.
Logged in Dynamics.
Emails and calls are recorded as activities.
Reach the right people without building a list
Location, status and your custom fields come into Levitate as tags. Build a list from the fields your team already keeps in Dynamics, and send each person a message that fits.
You're never on your own
Your Success Specialist turns on your Dynamics 365 integration, sets up your tags with you, and stays with you long after launch day. It's the award-winning support behind every Levitate account.
Dates that drive follow-up
Birthdays and your custom date fields come in ready to drive reminders and automations, so the right follow-up goes out without anyone setting a calendar alert.
Personal from the first word
Levitate greets each contact by the name they go by, and every message comes from the person who owns the relationship in Dynamics.
Levitate's AI knows your contacts
AI Email Campaigns use your Dynamics data to write each person their own email, and Meeting Prep hands you a brief before every meeting.
Everything lands back in Dynamics
Emails and calls from Levitate are logged as activities in Dynamics, and notes, texts and handwritten cards are logged on the contact, so your team sees every touch.
Put your Dynamics 365 data to work.
“One Levitate email campaign brought in over $20,000 in new business.”
Timothy Walt, Founder, CVW Financial