Qualify campaign engagement into a lead list
Use a consistent rule to bring the strongest campaign engagement into Dynamics for a human sales review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Create a new lead.
Why this helps
Strong engagement does not always signal buying intent, and reviewing campaign data by hand can produce inconsistent lead decisions.
- Apply an explicit qualification rule to supplied engagement data.
- Create leads for review instead of treating every click as a prospect.
- Reduce repetitive analysis across campaign reports.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for engagement qualification.
- 3Tell Notis in one instruction which supplied AimTell engagement signals qualify for a lead and what context to preserve.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign data sample and review the created lead records.
Questions about this workflow
Does engagement alone prove buying intent?
No. Set a qualification rule that reflects your business and the information available. The automation should not infer intent from a signal you have not specified.
Can Notis retrieve the AimTell report?
No AimTell read action is listed here. Provide the data through an available input and include the relevant campaign context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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