Create a Dynamics contact from a new Pipedrive deal
Put the right person in your contact system as soon as a deal starts.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Key buyer details can remain trapped inside a deal record.
- Improves contact completeness
- Makes follow-up easier
- Keeps buyer context accessible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dynamics365 in Notis once.
- 2Create an automation for contact capture.
- 3In one instruction, ask Notis to create a Dynamics contact from each new deal and include available buyer details.
- 4Pick the New Deal Received trigger and choose where reports go.
- 5Test with one real deal.
Questions about this workflow
What if buyer details are missing?
Notis can create the contact with available information and report missing details.
Can this also create an account?
Use a separate workflow with the Dynamics Create Account action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dynamics365. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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