Update Dynamics365 leads when Zendesk reveals new context
Give sales the latest customer evidence without another internal message.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead records stay outdated while important qualification details sit in support threads.
- Improves lead accuracy
- Reduces internal handoff messages
- Keeps qualification evidence attached
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation called ticket based lead update.
- 3Tell Notis to find the related lead and update it with qualification signals, customer needs, and the Zendesk link.
- 4Pick the New Zendesk Ticket trigger and choose a report channel.
- 5Test with a ticket tied to an existing lead.
Questions about this workflow
Can it change lead status?
Yes. Instruct Notis to update the lead status only when the ticket contains the required evidence.
What if no lead matches?
Ask Notis to report the unmatched ticket for manual review.
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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