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
Hi
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!
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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