Update a Dynamics lead from a new Pipedrive deal
Keep lead records useful as prospects become active deals.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead records can go stale when deal activity starts elsewhere.
- Keeps lead data current
- Preserves sales history
- Reduces repeated research
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dynamics365 in Notis once.
- 2Create an automation for lead refreshes.
- 3Tell Notis to find the matching Dynamics lead and update it with context from each new Pipedrive deal.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
What if no matching lead is found?
Notis can report the missing match for review.
Can it update qualification details?
Yes. Specify which details to update in your instruction.
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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