Collect information from your website and add it directly to Business Central. Automate your entire workflow.
Dynamics Business Central has a great collection of CRM functions that we find many of our clients want to take advantage of. A feature that they often request is the ability to push the details from a form on their website into Business Central. This can be used for:
The best way to accomplish this will depend on your website and the other tools that your team uses. We typically start by looking at the tools you already use and see what can be done. For example, if your team already pays for HubSpot, then we can use that as part of this process rather than being forced to purchase a new tool.
Using automation tools like Zapier and Power Automate is the best way to go about this as it allows a cheap and effective way to create the records and add the logic that is needed.
Depending on what you are looking for, we will also take advantage of the automation features within Dynamics Business Central.