Formatter by Zapier + Microsoft Dynamics 365 CRM

Format new Microsoft Dynamics 365 CRM leads into text with Formatter by Zapier

Efficiently manage your new leads in Microsoft Dynamics 365 CRM with this workflow. As soon as a new lead is added in the CRM, this automation will use Formatter by Zapier to send a text action with the lead details. Stay updated on your potential customers and boost your sales process seamlessly.

Efficiently manage your new leads in Microsoft Dynamics 365 CRM with this workflow. As soon as a new lead is added in the CRM, this automation will use Formatter by Zapier to send a text action with the lead details. Stay updated on your potential customers and boost your sales process seamlessly.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
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Supported triggers and actions

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier
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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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