Look up Dynamics365 leads from new slides
Bring the existing CRM record into view when new prospect research lands in your deck.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Teams waste time searching CRM manually during fast moving research and planning.
- Cuts CRM searching
- Adds context to planning
- Helps prevent duplicate records
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 in Notis.
- 2Create the automation and name it.
- 3Tell Notis to identify the prospect on each new slide and retrieve the matching Dynamics365 lead with a concise summary.
- 4Pick New Slide Added and select a report channel.
- 5Test with one known prospect slide.
Questions about this workflow
Does this create a lead?
No. This workflow retrieves an existing lead for review.
What if multiple leads match?
Notis can list the possible matches and ask for a decision in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
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.
Google Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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