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 ItOnly continue if...Required
Info
Try ItInfo
Try It
Phone Number to CallRequired
Name of the Person to callRequired
Instructions
Not Before
not After
ID of the Task in originating System
additional Formfields
max AttemptsRequired
New Account
Triggers when a new account is created.
Try ItNew Contact
Triggers when a new contact is created.
Try ItCustom EntityRequired
Try It