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Customer experience | Sales, Customer Insights,...
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how to automatically assign Owner to new lead

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Posted on by 5

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.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    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 Profile Picture
    Leah Ju Microsoft Employee on at
    RE: how to automatically assign Owner to new lead

    Hi Partner,

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

    --Settings > Advanced Settings

    pastedimage1681712203425v1.png

    pastedimage1681712239307v2.png

    What is your user security role for logging into D365? Is it an administrator?

  • 7Viewers Profile Picture
    7Viewers 5 on at
    RE: how to automatically assign Owner to new lead

    In setting i didn't find process 

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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

    pastedimage1681461326374v1.png

    --Trigger, and add step: Assign Record:

    pastedimage1681461529069v2.png

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