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Question

How do I automate ScoreApp submissions to create leads in Dynamics 365?

  • 15 April 2024
  • 1 reply
  • 12 views
A

Hi

I am trying to set up an automation between ScoreApp and Dynamics 365 that automatically creates a lead in dynamics when a submission is received.

 

I have a field in Score App, [Optin] that can be true or false,

when “True” THEN Dynamics 365 [Marketing Materials] = Send

when “False” THEN Dynamics 365 [Marketing Materials] = Do Not Send

 

Not sure how i go about doing this in the action step, I have successfully mapped all others just not sure how i transalte responses like this, can someone help please?

 

Thank you,

Alastair

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Alastair1467 

For us to have more context, post screenshots with how the field is configured in EDIT mode so we are able to see the field type and field description.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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