1.Monitor new lead records
Integrate Microsoft Dynamics 365 CRM and CRM tools to poll new lead records and pull core lead fields for downstream routing.
Send new website lead notification to inside sales
Automatically monitor new lead records across Microsoft Dynamics 365 CRM and qualifying website sources. Send internal email alerts when website source matches and capture lead detailsβso inside sales can triage and route follow-up without manual lead checks.
How this automation notifies inside sales on new leads
When new website leads arrive but alerts stay untriggered, inside sales wastes time sorting and responding. This automation polls new lead records, filters by website source, and sends inside sales emails with CRM record linksβso your team can triage faster.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Filter by website source value
Integrate Filter by Zapier and automation logic to check record match for the configured website source value.
Filter by Zapieror swap with your favorite app
3.Send internal lead notification
Integrate Email by Zapier and CRM reporting to send internal email alerts with lead details and a direct record link.
Email by Zapieror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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