Look up the related Dynamics365 lead from Zendesk
See relevant sales context before responding to a customer ticket.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Support may not know that a ticket requester is already in an active sales conversation.
- Improves response context
- Prevents conflicting customer messages
- Reduces internal searching
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named ticket lead context.
- 3Tell Notis to retrieve the matching Dynamics365 lead and summarize its stage, owner, needs, and relevant history.
- 4Pick the New Zendesk Ticket trigger and choose where reports go.
- 5Test with a ticket from a known prospect.
Questions about this workflow
What if no lead is found?
Ask Notis to report that no match was found and provide the lookup clues it used.
Where does the summary appear?
Choose a report channel during setup so the team can read the result.
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
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