Loading

Microsoft Dynamics 365 CRM + Pointerpro

Create leads in Microsoft Dynamics 365 CRM for new survey responses in Pointerpro

Enhance your sales efforts with this automation workflow, where a new survey response in Pointerpro drives the creation of a new lead in Microsoft Dynamics 365 CRM. Through this integration, potential client information is seamlessly transferred, saving valuable sales time and ensuring you capture every lead. Streamline your lead generation process and focus on making sales, not manual data entry.

Enhance your sales efforts with this automation workflow, where a new survey response in Pointerpro drives the creation of a new lead in Microsoft Dynamics 365 CRM. Through this integration, potential client information is seamlessly transferred, saving valuable sales time and ensuring you capture every lead. Streamline your lead generation process and focus on making sales, not manual data entry.

  1. When this happens...
    PointerproPointerpro
    New Survey Response

    Triggers when a new survey response is submitted.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • SurveyRequired

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

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Personal ID

    • Do Not Mail

    Action
    Write
    • Custom EntityRequired

    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

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
pointerpro logo
pointerpro logo

About Pointerpro

Pointerpro is an easy-to-use tool to create fun, mobile and interactive surveys & quizzes.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier