Create a Dynamics 365 lead from every new prospect row
Capture spreadsheet prospects in Dynamics 365 as soon as their row is added, so promising names do not wait in a sheet for someone to follow up.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect rows can sit in a spreadsheet while the team switches between tools and forgets to create a CRM record.
- Reduce manual re-entry from prospect trackers.
- Keep newly added prospects visible in the CRM.
- Use Notis instructions to decide how a row should become a lead.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction how to turn each new prospect row into a Dynamics 365 lead.
- 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test with one real prospect row and confirm the lead is created as expected.
Questions about this workflow
What starts this workflow?
The workflow runs when the selected Google Sheet reports a new row.
Can I decide which rows should become leads?
Describe the decision in your instruction to Notis. This trigger provides new row data; it does not configure trigger filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Dynamics365. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets 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.