Give new HubSpot contacts a Dynamics 365 lead record
When a new person enters HubSpot, Notis can create a corresponding lead record in Dynamics 365 for sales review.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
New prospects can sit in one CRM while the sales team works from another, adding another handoff to remember.
- Bring new prospects into the CRM used by sales.
- Reduce repeated data entry for lead creation.
- Review each run through the selected report channel.
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 lead from each new HubSpot contact, using details present in the event.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real new contact and review the created lead.
Questions about this workflow
Can Notis decide whether a contact qualifies as a lead?
The event list does not define qualification criteria. Include your criteria in the instruction and provide any information that is not present in the event.
Does this update an existing Dynamics lead?
This workflow uses the Create Lead action. The listed actions do not include a lead search for matching existing records.
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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