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Microsoft Dynamics 365 CRM + Secretaría.es + Filter by Zapier

Create Microsoft Dynamics 365 leads from new Secretaría.es call notes

Whenever Secretaría.es handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.

Whenever Secretaría.es handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.

  1. When this happens...
    Secretaría.esSecretaría.es
    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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 Secretaría.es

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

Related categories

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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.

Related categories