Best answer

Assign lead owner in Dynamics

  • 25 August 2022
  • 2 replies
  • 228 views

Userlevel 1

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

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Best answer by SamB 17 May 2024, 16:11

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2 replies

Userlevel 7
Badge +12

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!

 

Userlevel 7
Badge +11

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! ⚡