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  • How can I set the Account Owner in Microsoft Dynamics 365 via a Zap from Unbounce?
Question

How can I set the Account Owner in Microsoft Dynamics 365 via a Zap from Unbounce?

  • 23 April 2024
  • 1 reply
  • 12 views
K

I am creating a Zap with the Trigger being a form submission from an Unbounce landing page and the Action being to create a new Account in Microsoft Dynamics 365. I am able to pull in all the necessary information except for the Account Owner. I am not seeing this field as an option in the Zap setup. When viewing my test lead submission in Dynamics, the Owner is listed as me. Has anyone found a workaround to set the Account Owner upon transfer of the lead information?

1 reply

ken.a
Userlevel 7
Badge +6

Hi there @Kennedy Alvarez,

Welcome to the Community! 🎉

I did some digging into this, and it seems like there isn’t a way to assign an account owner when using the “Create Account” account action. I’d recommend reaching out to our Support Team to create a feature request on your behalf. You can reach our Support Team here: https://zapier.com/app/get-help

Hopefully, this helps!

Reply


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