Turn sales-ready Zendesk tickets into Dynamics365 leads
Let support conversations reveal the next qualified sales opportunity.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Buying signals in support tickets are easy to miss during a busy day.
- Surfaces buying intent
- Creates a clear sales follow-up
- Preserves the originating ticket context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation called support signal to lead.
- 3Tell Notis to create a lead only when the ticket shows buying intent, expansion interest, or a request for pricing.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with one ticket containing a clear commercial signal.
Questions about this workflow
Will every ticket become a lead?
No. Your instruction can limit lead creation to explicit commercial signals.
Can the lead include the support context?
Yes. Ask Notis to include the ticket summary, requester, and source link in the lead details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dynamics365. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.