Formidable and Microsoft Dynamics 365
Does Formidable integrate with Microsoft Dynamics 365? It's on our roadmap. Microsoft Dynamics 365 isn't built as an integration. We connect it with you during setup, so ask us what that involves for your stack. Formidable is an AI inbound sales agent for B2B websites: it qualifies inbound leads in a conversation and books the meeting. The built CRM integration today is HubSpot.
At a glance
- Status.
- On the roadmap. Formidable has no Microsoft Dynamics 365 integration today.
- Built today.
- HubSpot (CRM); Cal.com, Calendly and HubSpot meetings (scheduling); Slack.
- During setup.
- We connect Microsoft Dynamics 365 with you during setup. What that involves depends on your stack, so ask us. Work on an integration we don't have is quoted as a one-off.
- Booking.
- The agent books through Cal.com, Calendly or HubSpot meetings.
- The brief.
- Reaches your sales team as briefing reports.
- Category.
- CRM integrations.
What your team gets
- A conversation, not a form.
- Every lead who submits your sales form is qualified in a conversation on your site.
- The meeting.
- Good fits book with the right person through Cal.com, Calendly or HubSpot meetings, while they are still on your site.
- The qualification brief.
- Delivered to your team as briefing reports: what the lead said in their own words, the pain points they raised, and a Great, OK or Poor fit verdict.
What it doesn't do
- It doesn't write to Microsoft Dynamics 365 on its own.
- What reaches Microsoft Dynamics 365, and how, is agreed with you during setup.
- It doesn't replace Microsoft Dynamics 365.
- Your CRM stays the system of record.
- No sign-in, no app to install.
- Formidable has no Microsoft Dynamics 365 sign-in, connect button or app for you to set up.
How it works, step by step
- A lead submits one of your sales forms.
- Formidable appears and qualifies them in a conversation, against your ideal customer profile.
- When the fit is there, it books the meeting through Cal.com, Calendly or HubSpot meetings, while the lead is still on your site.
- Your sales team gets the qualification brief, delivered as briefing reports.
- Getting the lead into Microsoft Dynamics 365 is the part we agree with you during setup.
When Formidable is not the right choice
Formidable is built for funnels where a good inbound lead should end in a sales conversation. If your motion is entirely self-serve, with no meeting to book, it has nothing to send your team. The same goes while your qualification criteria are still undefined, or when every lead deliberately gets the same next step. Define the journey first, then add tooling; once a booked meeting is the goal, come back.
Running Microsoft Dynamics 365? Ask us what connecting it involves for your stack. Try the live demo to see the conversation your leads would have, or see everything Formidable works with.
How we handle lead data - what we keep, for how long, and who processes it - is on the security page.
More integrations
- HubSpotContacts, meetings and lead status land in your HubSpot. Book through HubSpot meeting links too.
- SalesforceOn the roadmapWe connect Salesforce with you during setup. Ask us what that involves for your stack.
- PipedriveOn the roadmapWe connect Pipedrive with you during setup. Ask us what that involves for your stack.
- Zoho CRMOn the roadmapWe connect Zoho CRM with you during setup. Ask us what that involves for your stack.
Or see everything Formidable works with.