Create Dynamics leads from Aeroleads prospects
Move a promising prospect into your sales pipeline with one request, so you can keep researching without losing the follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Create a new lead.
Why this helps
Copying prospect details between tools interrupts research and makes it easy to forget who needs a sales follow-up.
- Capture a prospect while the research is fresh.
- Keep available prospect details with the lead.
- Reduce repeated copy and paste.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Dynamics lead from each qualified prospect request and include the available prospect details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Aeroleads prospect request.
Questions about this workflow
Does Aeroleads start this automatically?
No Aeroleads trigger events are available here. An HTTP request to the Notis webhook starts this workflow.
What details will be included?
Notis can use the prospect details present in the request. Any additional context must be supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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