Import Microsoft Dynamics CRM 365 Data to Ruler

How to pass data from your Salesforce CRM to Ruler Analytics

You can pass lead and closed deal information from your Microsoft Dynamics CRM 365 CRM back into your Ruler Analytics dashboard as well as sending the data into Google Analytics as an event, to allow you to attribute your leads and revenue to the marketing channel that drove the initial enquiry.

Available MSD Triggers
New Lead
New Opportunity
New Updated Opportunity

Available Ruler Actions
Send data as an opportunity stage to Ruler Analytics
Send closed revenue deals to Ruler Analytics

Available Further Actions
Fire an event to Google Analytics
Upload the GCLID to Google Ads
Upload the MSCLKID to Bing Ads
Fire an offline event to Facebook Conversions

What is required for this Integration

Your opportunity or lead records in Microsoft Dynamics CRM 365 must contain the information required for attributing a lead in Ruler Analytics. The records should have at least one of the following:

• Email Address
• Phone Number

Get in touch with your account manager today about setting up this Integration.