1.Monitors new lead conversion
Integrate RD Station and Sales forms to trigger processing for new lead conversion submissions.
Create CRM lead and opportunity from event signups
Automatically watch for RD Station new lead conversion events across CRM management and Sales follow-up. Create CRM leads or opportunities after qualifying conversions, clean national IDs and names, and enrich regional fields β so you can avoid manual data entry and speed first outreach.
How this automation creates actionable CRM records
When new lead conversions come in from event signups, delays can leave CRM records incomplete and hard to route. This automation monitors conversion events and gates processing, then cleans fields, enriches regional metadata, and creates leads or opportunities in Microsoft Dynamics 365 CRMβso your team can follow up without manual rework.
RD Stationor swap with your favorite app
2.Gates qualifying event conversions
Integrate Filter by Zapier and event tagging to continue only for conversions that meet qualifying rules.
Filter by Zapieror swap with your favorite app
3.Cleans national ID and splits name
Integrate Code by Zapier and data formatting to clean national ID values and split full name into parts.
Code by Zapieror swap with your favorite app
4.Looks up regional metadata fields
Integrate Google Sheets and regional data mapping to lookup region, city, and regional unit fields.
Google Sheetsor swap with your favorite app
5.Creates lead or opportunity
Integrate Microsoft Dynamics 365 CRM to create an opportunity for existing accounts or a lead for new contacts.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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