Create Dynamics365 leads from YouTube activity
Capture potential buyers while their interest is fresh.
Trigger
New YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Promising YouTube signals are easy to miss when lead entry depends on manual review.
- Reduce manual prospect triage
- Capture context from the activity
- Keep follow-up in Dynamics365
Setup
Build it in a few focused steps.
- 1Connect YouTube and Dynamics365 in Notis once.
- 2Create an automation in Automations with a name and prompt.
- 3Describe that meaningful activity should become a qualified lead with supporting context.
- 4Pick New YouTube Activity as the trigger.
- 5Choose a report channel, then test with one real activity.
Questions about this workflow
Can Notis decide which activity is meaningful?
Yes. Tell Notis the audience and intent signals to prioritize in the automation prompt.
Where is the result stored?
The qualified record is created as a Dynamics365 lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Dynamics365. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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