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Best answer

Assign lead owner in Dynamics

Hi, 

 

I have created a Zap that creates a lead in Dynamics365 when a webform is submitted on our website (via Wordpress/Elementor). 

However, I’m not able to choose who the owner of the lead should be in Dynamics. Does anyone have a solution or a workaround to solve this issue?

 

Thank you in advance

Best answer by SamB

Hey folks, 

Just hopping in here to share that the feature request has been implemented! 🎉🎉🎉

So it’s now possible to select an owner when creating a lead. 😁 We hope you’re able to give this a test in your Zaps soon and if you run into any trouble please do reach out in the Community to let us know. 

In the meantime, happy Zapping! ⚡

View original
    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    2 replies

    Danvers
    Forum|alt.badge.img+12
    • DanversZapier Staff
    • Zapier Staff
    • August 25, 2022

    Hi @lasseabacus!

    It’s not currently possible to assign lead in the Create lead action, I’m sorry about that. There is a feature request to add Owner to the Create Lead action and I've added you as another vote for this addition. I don't have an ETA of when or if this will happen, but we will definitely email you if it does become a reality. 

     

    In the meantime, have you tried looking at the Update Lead action? I can’t see all of the fields that are available for it, but you may be able to assign an owner that way. If you give it a try, please let me know how you get on!

     

    SamB
    Community Manager
    Forum|alt.badge.img+11
    • SamBCommunity Manager
    • Community Manager
    • Answer
    • May 17, 2024

    Hey folks, 

    Just hopping in here to share that the feature request has been implemented! 🎉🎉🎉

    So it’s now possible to select an owner when creating a lead. 😁 We hope you’re able to give this a test in your Zaps soon and if you run into any trouble please do reach out in the Community to let us know. 

    In the meantime, happy Zapping! ⚡

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