Lead Management with Power Automate

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Lead Management with Power Automate

Websites come in many different shapes and sizes.  They can run on a variety of platforms and use several different coding languages.  Despite these differences, all clients want the same the same result from their websites … deliver an easy way to capture and track their website leads in their CRM system.

This seems like an easy request, but it's always a challenge for every new client. They typically have a vendor who is great at building websites, but they have no idea how to integrate to your CRM. This is typical because they need to understand the CRM's schema, API and authentication complexities. Even if they have that knowledge, it still brings up a lot of ongoing questions:

  • How are they going to maintain the code when your CRM's schema changes?
  • Will they be responsible for maintaining and updating the authentication process?
  • Do you really want your website vendor responsible for implementing related business logic, like ownership assignment?

Sorry if I scared you, but these are very real concerns that you need to take into consideration. But don’t worry… If you're using Microsoft Dynamics 365 and the Power Platform, then Beringer can help !!!

Power Automate Flow Benefits

We can solve this problem with Power Automate Flow, which allows us to expose a custom API endpoint for the website vendor. The vendor can simply submit their existing payload to the custom API endpoint, and let us do the hard work!

There's a lot of benefits with this approach, as opposed to the website vendor integrating directly... (read full post on www.beringer.net)

 

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