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Microsoft Dynamics
Immagine di copertina
PanoramicaEn Pointe helps you bridge Customer Insights with Klaviyo. Dynamics contact creation and consent/opportunity changes result in Klaviyo events in real-time, allowing timely flows. Klaviyo subscription changes and events are mirrored back to Dynamics via consent and Dataverse table updates.
Funzionalità
Sync new Dynamics contacts to Klaviyo in real-timeChanges made to contacts in Customer Insights are immediately reflected in Klaviyo both via events and profile updates.
Sync consent changes between Customer Insights and KlaviyoSubscription updates in Klaviyo are mapped to consent changes in Customer Insights and vice versa. In addition, topic-level consent in Customer Insights can be mapped to Klaviyo list membership.
Trigger flows based on Customer Insights sales activityCreated and won sales opportunities are immediately synced to Klaviyo as events, allowing Klaviyo flows to trigger based on sales value.
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Guida per l'utenteGet started with En Pointe sync of Microsoft Dynamics Customer Insights and KlaviyoUse this checklist to help gather the needed information from your Microsoft Dynamics Customer Insights environment and understand the setup wizard.
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