Create Dynamics365 leads from new Outlook emails
Capture sales intent while the conversation is still fresh.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Potential buyers stay buried in an inbox until someone remembers to enter them into the CRM.
- Reduce manual CRM entry
- Capture context from the original message
- Keep follow-up opportunities visible
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dynamics365 in Notis once.
- 2Create a new automation and describe that interested senders should become Dynamics365 leads with relevant context.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel, then test with one real inquiry.
Questions about this workflow
Will every email become a lead?
No. Tell Notis to create a lead only when the message shows a credible sales opportunity.
Can Notis include the email context?
Yes. Ask it to summarize the request and include useful details from the message in the lead record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dynamics365. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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