Capture referred prospects from sent Gmail emails
Make sure a promising referral becomes a visible lead before the conversation moves on.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
A referred prospect mentioned in an email can be overlooked when follow-up is delayed or handled elsewhere.
- Create a follow-up record for referred prospects.
- Keep referral context connected to the lead.
- Reduce manual capture after a busy introduction exchange.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to identify referred prospects in sent messages and create a lead with the referral context and available contact details.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real referral email and review the lead.
Questions about this workflow
Will it create a lead for the person I refer someone to?
Describe how referral messages look and which introduced person should become the lead in your instruction.
Can it capture who made the referral?
Ask Notis to include the referrer's details when they are available in the sent message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dynamics365. A trigger fires from one place; an action lands in another.
Gmail triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Gmail and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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