Customer experience | Sales, Customer Insights,...

how to automatically assign Owner to new lead

(0) Share

Report

Posted on by 7Viewers

Hello Guys,

I hope this email finds you well. I am writing to seek your assistance on how to automatically assign an owner to a new generated lead through Zapier.

I have been using Zapier to generate leads from my website, but I'm having trouble with assigning owners to these leads. I want to automate this process and ensure that each new lead is automatically assigned to a designated owner within our User.

Could you please guide me through the process of setting up this automation in Zapier? Any help and guidance would be greatly appreciated.

Thank you in advance for your assistance. Looking forward to your prompt response.

All responses (4)

Answers (0)

Suggested answer

CRMJetty 3,508 on at

Like (0)

Report
RE: how to automatically assign Owner to new lead

Hello 7Viewers,

Using a workflow you can achieve this.

users can learn to automatically assign owners to lead on creation using a workflow in Dynamics 365.

Step 1: Open Advance Settings

Step 2: Open Settings > Processes

Step 3: Now click on the NEW button to create a new process.

➢ Fill in the below details for the workflow:

Process name: Give the proper name

Category: Choose workflow

Entity: Select Lead

➢ After filling in the details, click on the OK button.

Step 4: Select when you want to start this workflow. Choose Record is created.

Step 5: Now click on Add Step and choose Assign Record.

Step 6: Now select the user to whom you want to assign newly created lead.

Step 7: Now click on Save and Activate the workflow.

Further more details you can explore this blog.
Leah Ju Microsoft Employee on at

Like (0)

Report

RE: how to automatically assign Owner to new lead

Hi Partner,

Follow the process below and still can't find it?

--Settings > Advanced Settings

What is your user security role for logging into D365? Is it an administrator?
7Viewers 5 on at

Like (0)

Report

RE: how to automatically assign Owner to new lead

In setting i didn't find process
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

RE: how to automatically assign Owner to new lead

Hi Partner,

Maybe you can use workflow to assign owner easily in Dynamics 365.

Go to Settings > process

--Trigger, and add step: Assign Record: