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How to connect Microsoft Dynamics 365 to Flipsnack

Send lead form submissions as leads with Zapier, or track journey visits with Google Tag Manager

Overview

Flipsnack has no direct Microsoft Dynamics 365 integration. Two routes connect them:

  • Zapier: Zapier sends each lead form submission from a flipbook to Dynamics 365 as a new lead.
  • Google Tag Manager: the Dynamics 365 Customer Insights - Journeys web tracking script records visits to a flipbook from contacts and leads who open it from a Customer Insights - Journeys link. Journeys can use these visits to personalize or branch.

Use cases

  • Sales teams: get each catalog or brochure reader who fills in a lead form as a lead in Microsoft Dynamics 365, ready for follow-up.
  • Marketing teams: send a flipbook link in a Dynamics email, then let the journey branch on whether the contact visited the flipbook.

Requirements

  • Flipsnack plan: Business and up for Zapier.
  • Zapier: a Zapier account and a published flipbook with a lead form
  • Microsoft Dynamics 365: an account that can create leads

Send lead form submissions to Microsoft Dynamics 365 with Zapier

  • In Flipsnack, go to Settings, then Integrations, and copy the API key for Zapier. See how to connect Flipsnack to Zapier.
  • In Zapier, click Create Zap. For the trigger, choose Flipsnack and the event New Lead Form Data.
  • Connect your Flipsnack account with the API key, then select the flipbook that has the lead form.
  • For the action, choose Microsoft Dynamics 365 CRM and the event Create Lead.
  • Connect your Microsoft Dynamics 365 account. Map the email, first name and last name fields of the lead form to the lead fields in Dynamics 365.
  • Test the step, then click Publish.

Each new submission now shows in Microsoft Dynamics 365 as a lead.

Track journey visits to a flipbook with Google Tag Manager

The Customer Insights - Journeys web tracking script runs in your flipbook through Google Tag Manager. It tracks only known contacts and leads who open the flipbook from a Customer Insights - Journeys link, for example a link in a Dynamics email. It does not track anonymous visits. It sets the msdynci_trackingContext cookie.

Requirements

  • Plan: Enterprise: contact sales
  • Activation: one of our account managers must activate Google Tag Manager for your account first.
  • Admin access to your Google Tag Manager: set up Google Tag Manager
  • Dynamics 365 Customer Insights - Journeys: the same organization that makes the tracking links to the flipbook

Copy the web tracking script

  • In Customer Insights - Journeys, go to Settings > Customer Engagement > Web Tracking.
  • Copy all of the script. The script is read-only.

Add the script to Google Tag Manager

  • In Google Tag Manager, click Add new tag.
  • In Tag configuration, select Custom HTML.
  • Paste the script.
  • Add a trigger, for example All Pages.
  • Click Save.
  • Publish the container.

Connect the container to your flipbook

In Flipsnack, paste your GTM Container ID on the flipbook's Customize page, on the Google Tag Manager tab, then click Share to apply it. For each step, see Add Google Tag Manager (GTM) to your flipbook player and How to integrate Google Tag Manager (GTM) with Flipsnack.

Microsoft documents the script on Microsoft Learn: web interactions in journeys and cookies in Customer Insights - Journeys.

Troubleshooting

  • The lead form does not show in Zapier: publish the flipbook with the lead form, then load the list again.
  • Leads do not reach Microsoft Dynamics 365: check that each required field of the Microsoft Dynamics 365 lead is mapped to a lead form field.
  • Visits do not show in Customer Insights - Journeys: check that the script comes from the same organization that makes the tracking links. Open the flipbook from a journey link: anonymous visits are not tracked.

Next steps

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