Download this must-have guide to start your marketing automation journey.

Blog
Microsoft Dynamics CRM and Webmecanik Automation Synchronization
2 min read

Microsoft Dynamics CRM and Webmecanik Automation Synchronization

Using a CRM is essential in your sales strategy. Likewise, a marketing automation solution has its place in your marketing automation strategy. In 2021, the challenge is to combine these two tools to maximize your results. You use Microsoft Dynamics CRM and are looking for marketing automation software? Are you looking for two solutions that work perfectly together? Discover Microsoft Dynamics CRM & Webmecanik synchronization. 

Microsoft Dynamics (MSD) is a particularly powerful CRM. It is packed with features and possibilities, enough to satisfy all your salespeople. 

Webmecanik Automation is a French marketing automation solution based on an open-source technology, Mautic. Many features are already available and updates are made very regularly. 

Combining the two therefore brings together a large number of features to create a very powerful tool suited to your needs and use cases. 

 

 

How Microsoft Dynamics CRM & Webmecanik Automation synchronization works

The synchronization of Microsoft Dynamics CRM with Webmecanik Automation synchronizes the management of leads, contacts, companies, and contact activities in both directions. Thus, your data recorded in either solution will be transmitted to the other solution in real time. 

 

The extra benefit of the integration between  Microsoft Dynamics CRM & Webmecanik Automation: the security of your data   

In 2021, data is worth gold. Its security is a real challenge. For Microsoft, it is essential. In fact, in 2018 they became the first major public cloud provider to be certified as a health data host. Microsoft Dynamics CRM therefore offers you the option of storing your data in the cloud or on your servers. 

Webmecanik Automation stores your data on secure servers in France, fully compliant with the GDPR. The combination of these two solutions guarantees the security of your data.

Microsoft is also one of the most comprehensive and most widely used software suites in the business market (Windows, Teams, Word, Excel, etc.); while continuing to leverage this complete ecosystem through the CRM, Webmecanik fills the missing piece for the marketing team!

Download the summary table of the fields included in this synchronization and all the features.

Continue exploring articles

Connect CRM and marketing automation to better qualify, re-engage, and manage your leads

CRM and marketing automation don’t have the same role, but they work far more effectively when they work together. When properly connected, they help you better qualify leads, smooth the handoff between marketing and sales, nurture relationships over time, and maintain a clearer view of each contact’s journey.

Modèle email conformité tracking

CNIL compliance: how to inform your contact database about email tracking?

The new CNIL recommendations on tracking opens and clicks in emails introduce new recommendations for professionals who use tracking pixels in their campaigns. ➡️ Click here to read our full article on the topic. However, even if the CNIL does not require you to collect new consent from your existing contact database, you must inform […]

GDPR

Email marketing: why it remains the most powerful channel for CMOs

Email has gone through every digital revolution without ever losing its place. If it remains the most powerful channel, it’s because it’s built on three things that...

Emailing
configurer retun path

Deliverability: Why customize your “Return Path” (even if it’s optional)?

Customize your Return Path to boost deliverability, improve your sender reputation, and secure your email campaigns.

EMAIL-TRACKING-RGPD

GUIDE: Tracking Marketing Emails and CNIL Compliance (GDPR)

Everything you need to know about email tracking and the CNIL’s new recommendations to stay compliant with the GDPR and continue to manage your campaigns effectively.

GDPR
funnel de vente B2B

Structure your entire B2B funnel with custom objects

Use your business data to create more targeted, personalized, high-performing campaigns.

B2B Strategy