Update lead records after Gmail sales outreach
Make the CRM reflect the follow-up you just sent, without stopping to rewrite the conversation by hand.
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
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
After outreach, lead records can stay unchanged, making the next follow-up harder to plan.
- Keep follow-up context attached to existing leads.
- Reduce repeated note-taking after outreach.
- Make the next sales touch easier to plan.
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 find the matching existing lead for relevant sent outreach and update it with the stated outcome or next step.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real outreach message and confirm it updated the intended lead.
Questions about this workflow
Will it create a lead when no existing record matches?
This workflow uses Update Lead. Ask Notis to report unmatched messages so you can decide how to handle them.
Can it infer a follow-up date?
It should use a date only when one is stated or otherwise supplied. The sent email trigger metadata includes a timestamp for the message, not a promised follow-up date.
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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