Turn promising new Zendesk users into Dynamics365 leads
Capture prospect interest at the moment a new user enters your support ecosystem.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Potential prospects can enter through support and never reach the sales pipeline.
- Captures early interest
- Reduces missed prospect signals
- Gives sales useful profile context
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dynamics365 once in the Notis portal.
- 2Create an automation named new user prospect review.
- 3Tell Notis to create a lead only when the new user matches the prospect criteria you provide, and explain why.
- 4Pick the New User Created trigger and select a report channel.
- 5Test with one matching and one non-matching user.
Questions about this workflow
Can the criteria use company size or domain?
Yes. Include the available profile signals and your qualification rules in the instruction.
Will non-prospects be added?
Not if you tell Notis to skip users who do not meet the stated criteria.
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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