Match new Zendesk users against Dynamics365 leads
Spot existing prospects before creating duplicate CRM records.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
A new support user may already be a lead under another email or company record.
- Reduces duplicate leads
- Surfaces prior sales context
- Makes follow-up decisions faster
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named new user lead match.
- 3Tell Notis to retrieve Dynamics365 leads, compare them with the new Zendesk user, and report likely matches with reasons.
- 4Pick the New User Created trigger and choose a report channel.
- 5Test with a user who may already exist as a lead.
Questions about this workflow
Does this create or change records?
This workflow reviews existing leads and reports matches; it does not create a new record.
What match signals can it use?
Use available details such as email, name, company, domain, and stated context.
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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