Create a Dynamics account when a HubSpot contact arrives
For workflows where each new contact represents a distinct organization, Notis can create an account record in Dynamics 365.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
When account setup starts from a newly captured contact, the organization record can be another manual task to remember.
- Start account setup from a HubSpot contact event.
- Reduce manual record creation for this defined process.
- Keep run reports in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 account for each new HubSpot contact only when that contact represents a distinct organization.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that represents an organization and review the account record.
Questions about this workflow
Is a contact enough to identify the correct account name?
Only if the event includes the organization details you need. Specify how to handle missing information in your instruction.
Will it avoid creating duplicate accounts?
The available action list has no account lookup. Use this only when creating an account for each matching event is appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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