I’m trying to set up a Zap that can update my deal in ActiveCampaign whenever a lead is updated in MS D365.
My challenge is that some of the update actions in MS D365 are not available in the dropdown. Basically I want to be able to update the deal stage in AC pipeline, whenever the status changes in D365.
Example A:
A lead in D365 get’s a new owner. I want to change my Deal stage in AC. But no option is available to turn over that information. What do I do?
Example B:
A lead is disqualified in D365. I would like to disqualify that lead in AC too - but how do I set up that connection?
Same goes whenever an opportunity is updated, closed or won.
Anyone knows a smart way of set up this connection?