Automation: Qualify Leads in Microsoft Dynamics

  • Updated

The Qualify Leads in Dynamics action allows you to automatically change the status of Leads in Microsoft Dynamics to Qualified.

Prerequisites

  • You must have a license for Orchestration.
  • You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
  • Demandbase must be integrated with Microsoft Dynamics.

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Create an Automation with Person Member Type.
    Tip: You can edit an existing automation by clicking an Automation name.
  3. In the left main action panel, select CRM & MAS > Microsoft Dynamics > Qualify Lead.
  4. In the right sub-action panel, complete the following drop-downs: 
    • Assigned Owner: Dynamics account owner to associate with the Leads.
    • Notification: Select the check box to email the Dynamics account owner about qualified Leads.
  5. Connect the sub-action node to the Set Automation Flow main action node.
  6. In the Set Automation Flow main action node, define the population and schedule.
  7. Publish the Automation.