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Question

Edit or delete Facebook Lead Generation connection with MS Dynamics

  • September 7, 2021
  • 2 replies
  • 21 views
F

Hello all,

 

Is there a way to edit the data being sent from the Facebook Lead Generation to MS Dynamics? I created a connection that creates a new contact in the CRM and populates the name, email & phone number fields when a lead is generated but I wanted to see if I can include the Lead Generation campaign as well so we can differentiate between different types of leads in the CRM? 

I tried deleting the connection so I could recreated it but none of the online instructions on how to do this worked.

Thanks,

FR

 

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Troy Tessalone
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Hi @frgoal 

As part of the MS Dynamics Create Lead action you should be able to set static/hardcoded values for fields.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
F
  • frgoalBeginner
  • Beginner
  • September 7, 2021

Thanks Troy, would you have instructions on how to do this?

 

FR

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