ebuero + Microsoft Dynamics 365 CRM + Filter by Zapier

Create Microsoft Dynamics 365 CRM leads from new ebuero call notes

Whenever ebuero handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 CRM automatically. You can configure the filter step as needed. Refer to your ebuero account for your configured call reasons.

Whenever ebuero handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 CRM automatically. You can configure the filter step as needed. Refer to your ebuero account for your configured call reasons.

  1. When this happens...
    ebueroebuero
    Generation of the Callnote or Voicemail

    Triggers when a new callnote is created or a voicemail message is received.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Only continue if...Required

    Action
    Filter
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
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About ebuero

ebuero is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business

Related categories

  • Communication
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier