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Microsoft Dynamics 365 CRM + Moneypenny

Create leads in Microsoft Dynamics 365 CRM from new Moneypenny messages

With this automation, whenever a new message is received in Moneypenny, a corresponding lead will be created in Microsoft Dynamics 365 CRM.

With this automation, whenever a new message is received in Moneypenny, a corresponding lead will be created in Microsoft Dynamics 365 CRM.

  1. When this happens...
    MoneypennyMoneypenny
    Message Received

    Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.

    You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).

    TriggerInstant
  2. automatically 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?
    • RecipientsRequired

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

    Account Updated

    Triggers when an account is updated.

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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moneypenny-ca138431 logo
moneypenny-ca138431 logo

About Moneypenny

Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.

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