Refresh lead context when prospects reply
A prospect reply can update the lead record while the conversation is still fresh.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Prospect responses often add important needs or timing that never makes it into the lead record.
- Capture new prospect context without manual transcription.
- Keep follow-up planning close to the lead record.
- Make it easier for a teammate to take over a conversation.
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 match prospect replies to existing leads and update each lead with relevant needs, timing, or next steps stated in the email.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real reply from a known prospect and verify the lead match.
Questions about this workflow
Can it update a lead's qualification information?
Ask it to update only information the prospect actually states in the reply.
How should unmatched replies be handled?
Tell Notis to report uncertain matches for review rather than updating a record based on a guess.
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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