ebuero + Microsoft Dynamics 365 CRM + Filter by Zapier
Create Microsoft Dynamics 365 CRM leads from new ebuero call notes
Whenever ebuero handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 CRM automatically. You can configure the filter step as needed. Refer to your ebuero account for your configured call reasons.
Whenever ebuero handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 CRM automatically. You can configure the filter step as needed. Refer to your ebuero account for your configured call reasons.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Lead
Creates a new lead.
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Name of this ConnectionRequired
Notifications for?Required
Try ItCurrent InfoRequired
Only continue if...Required
Info
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Salutation
First Name
Last NameRequired
Company
Phone Number to CallRequired
Instructions
Call Scenario
ID of the Task in originating System
Not Before
Not After
additional Formfields
Execution Mode
Retry Strategy
Type
Important InfoRequired
New Account
Triggers when a new account is created.
Try ItNew Contact
Triggers when a new contact is created.
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