Handshook + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics from new connections in Handshook

Set up this Zap to effortlessly add each new Handshook connection as a lead in Microsoft Dynamics. This saves your sales team time by automatically assigning new leads to them when they scan a business card.

Set up this Zap to effortlessly add each new Handshook connection as a lead in Microsoft Dynamics. This saves your sales team time by automatically assigning new leads to them when they scan a business card.

  1. When this happens...
    HandshookHandshook
    New Connection

    Triggers when a new connection is created in your app.

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

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
handshook logo
handshook logo

About Handshook

Handshook is a mobile CRM app that uses AI for scanning business card and event badges and features automated follow-ups and data enrichment.

Related categories

  • Sales & CRM
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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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