Turn inbound Gmail inquiries into Dynamics 365 leads
New sales inquiries can become actionable leads while the original conversation stays easy to find.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Promising inquiries can get buried in the inbox before anyone creates a CRM record or follows up.
- Reduce manual copying between Gmail and Dynamics 365.
- Keep the inquiry summary and email thread context together.
- Make new sales conversations easier to review and follow up.
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 inquiry emails and create a Dynamics 365 lead with a concise summary and relevant contact details.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry email and review the resulting lead.
Questions about this workflow
Does every new email become a lead?
Tell Notis how to recognize a sales inquiry in your instruction. Notis can assess the email before creating a lead.
Can Notis retain context from the message?
Ask it to include a concise summary and relevant details from the email. The trigger provides message metadata; content availability depends on the connected Gmail access.
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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