Turn qualified inbound sales inquiries into opportunities
Move the conversations with real buying intent into the pipeline while the details are still fresh.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Qualified buying conversations can remain untracked when the inbox is the only signal that a deal exists.
- Surface buying intent in the Dynamics 365 pipeline.
- Reduce manual triage between the inbox and CRM.
- Keep the prospect's stated needs close to the opportunity.
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 assess new inquiries against your qualification criteria and create an opportunity with a concise summary when they qualify.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review whether the opportunity reflects the message accurately.
Questions about this workflow
How do I define a qualified inquiry?
State the buying signals or criteria you use in your instruction. Avoid relying on details that the email does not provide.
Can the workflow assign a value to the deal?
Ask Notis to use a value only when it is explicitly available in the conversation or supplied by you.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.