How to Send Visual Visitor Data to Marketo or Microsoft Dynamics 365

How to Send Visual Visitor Data to Marketo or Microsoft Dynamics 365

Visual Visitor can deliver identified visitor data to Marketo or Microsoft Dynamics 365 using webhooks with Zapier as an intermediary. This allows marketing teams to enrich existing lead records or create new ones automatically when a website visitor is identified and matches your ICP.

Recommended approach - Webhook and Zapier

 

1.     In Visual Visitor, go to Configuration > Webhook and configure your webhook endpoint to point to a Zapier Catch Hook URL.

2.     In Zapier, set the trigger to Webhooks by Zapier > Catch Hook.

3.     Add an action step for your destination:

·       Marketo:  Use the Marketo Zapier app to create or update a Lead record. Map Visual Visitor fields (email, name, company, page URL) to Marketo lead fields.

·       Microsoft Dynamics 365:  Use the Microsoft Dynamics 365 CRM Zapier app to create or update a Contact or Lead record.

4.     Add a Filter step before the CRM action to send only ICP-matched visitors (e.g., filter by ICP tier = Tier 1 or Tier 2).

Direct API approach:  For high-volume or enterprise setups, you can skip Zapier and POST directly from the Visual Visitor webhook to the Marketo REST API or the Dynamics 365 Web API. This requires a custom middleware or serverless function. Contact your internal development team or Visual Visitor Support for assistance.

Data routing tip:  If you need to route data to both Marketo and Dynamics simultaneously, use a Zapier Multi-Step Zap with two action steps, or use Zapier's Paths feature to route based on ICP tier or other criteria.

Idea
Always test your integration with a small set of identified visitors before enabling it for full traffic.


Click here for instructions on setting up a Webhook to Zapier.

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