INTEGRATIONS / Dynamics 365 Sales
Every inbound call becomes a Microsoft Dynamics deal — automatically.
With the marketing source, call outcome, and lead context your sales team needs to close.
Keep your Microsoft Dynamics pipeline complete. Nimbata auto-creates deals for new callers and updates existing ones in real time.
Your data, your way. Call outcomes, lead quality, and AI insights land exactly where you need them in Microsoft Dynamics.
Only the calls that matter, synced to Microsoft Dynamics. Filter by lead quality, call length, or outcome — no noise in your CRM.
Manage one client or a hundred. Copy your setup across all projects in seconds and keep every account consistent.
(Microsoft Dynamics only knows what you tell it. Nimbata tells it everything.)
Every inbound call is instantly logged in Dynamics — creating new leads or updating existing opportunities with caller details, source data, and AI-enriched insights.
Ensure your sales pipeline stays accurate and up to date, so your team always acts on the freshest information.
Nimbata ties every call back to its original marketing source and pushes attribution data directly into Dynamics dashboards. Track performance from first click → phone call → closed deal.
See the full ROI of your campaigns without guesswork, all inside Dynamics.
Nimbata AI understands, and automatically classifies calls as sales,opportunity, support, or spam. It also tags conversations with lead quality, call value, and action-ready notes.
Free your team from manual reviews and focus only on conversations that close deals.
Dynamics 365 Sales meets real-time call intelligence
HOW IT WORKS
Build workflows using 30+ real-time conditions — from source, duration, and caller type to AI-detected outcomes – to decide which calls deserve a CRM update, and when. No more one-size-fits-all logic.
Let AI summarize the conversation, take notes, detect buying intent, and automatically assign lead value and tags — so your CRM reflects reality, not assumptions.
Configure exactly what Nimbata should do in Dynamics after a call — from creating new contacts to updating properties or logging call activity. Fully customizable to your CRM setup.
Send alerts where your team works.
Tie calls and revenue to campaigns, ads, keywords.
Automate repetitive tasks and send call data to your favorite tools.
Send call events anywhere in real time.
Create or update contacts when you receive a call.
Get every caller in Google Sheets and every update as a new row.