LeadConnector + Microsoft Dynamics 365 CRM
Update Microsoft Dynamics 365 CRM entities when LeadConnector stages change
Streamline your business process with this seamless workflow. When a stage change event occurs with a lead in the LeadConnector app, a custom entity in Microsoft Dynamics 365 CRM will be created. This smooth transition saves you valuable time and ensures data consistency across your CRM platform.
Streamline your business process with this seamless workflow. When a stage change event occurs with a lead in the LeadConnector app, a custom entity in Microsoft Dynamics 365 CRM will be created. This smooth transition saves you valuable time and ensures data consistency across your CRM platform.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Custom Entity
Creates a new custom entity.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Account
Triggers when a new account is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Info
Try It
