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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create account ...
Microsoft Dynamics CRM (Archived)

How to create account and contact after disqualify the lead?

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Posted on by Community Member

Hi Experts,

I want to create account and contacts after disqualify the lead. How to do this?

Please give me solution.

Thanks in advance.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    Create a workflow and plugin to do that.

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Finance Operation,

    Create a Async Workflow, that will trigger of on change of Status of Lead.

    Check the condition in your workflow, if the status is Disqualify, then create Account and Contact records.

    see below screenshot,

    disqualify-lead.PNG

    If you find it helpful, Please mark my answer as Verified.

    Best Regards,

    Shahbaaz

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,499 on at

    +1 for Shahbaaz's reply.

    Ensure that you map all the fields properly.

  • Community Member Profile Picture
    Community Member on at

    Thanks Shahbaaz

    Its working

  • Community Member Profile Picture
    Community Member on at

    Hi, I found this very helpful and have created a workflow that adds accounts and contacts when disqualifying the lead for specific status reasons, but I can't figure out how to get them linked to one another. Any suggestions?

  • Community Member Profile Picture
    Community Member on at

    I figured it out!

  • djdave022002 Profile Picture
    djdave022002 80 on at

    Please elaborate on how you figured it out ? It helps anyone who lands here in the same boat!

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