To qualify a lead using Power Automate, use the “Perform a bound action” using the Microsoft Dataverse connector.
- First get the lead record by GUID using Get a row by ID connector of Microsoft Dataverse.
- After fetching the lead record, use Perform a bound action connector of Microsoft Dataverse.
- If you want to create an account after lead qualification select Yes in CreateAccount parameter or else No.
- If you want to create a contact after lead qualification select Yes in CreateContact parameter or else No.
- If you want to convert this lead to an opportunity after lead qualification select Yes in CreateOpportunity parameter or else No.
Thank you for reading this article hope you find it useful.
Technical Consultant
