{"id":2169,"date":"2022-06-30T21:58:19","date_gmt":"2022-06-30T16:58:19","guid":{"rendered":"https:\/\/omar-iqbal.com\/?p=2169"},"modified":"2023-11-23T19:06:45","modified_gmt":"2023-11-23T14:06:45","slug":"qualify-lead-using-power-automate","status":"publish","type":"post","link":"https:\/\/omar-iqbal.com\/index.php\/2022\/06\/30\/qualify-lead-using-power-automate\/","title":{"rendered":"Qualify Lead using Power Automate"},"content":{"rendered":"\n<p>To qualify a lead using Power Automate, use the &#8220;<strong>Perform a bound action<\/strong>&#8221; using the Microsoft Dataverse connector.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ol class=\"is-style-cnvs-list-styled-positive wp-block-list\"><li>First get the lead record by GUID using <strong>Get a row by ID<\/strong> connector of <strong>Microsoft Dataverse<\/strong>.<\/li><li><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"182\" class=\"wp-image-2172\" style=\"width: 600px;\" src=\"https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic1.png\" alt=\"\" srcset=\"https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic1.png 611w, https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic1-300x91.png 300w, https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic1-380x115.png 380w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/li><li>After fetching the lead record, use <strong>Perform a bound action<\/strong> connector of <strong>Microsoft Dataverse<\/strong>.<\/li><li><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"273\" class=\"wp-image-2173\" style=\"width: 600px;\" src=\"https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic2.png\" alt=\"\" srcset=\"https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic2.png 622w, https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic2-300x136.png 300w, https:\/\/omar-iqbal.com\/wp-content\/uploads\/2022\/06\/pic2-380x173.png 380w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/li><li>If you want to create an account after lead qualification select <strong>Yes<\/strong> in <strong>CreateAccount<\/strong> parameter or else <strong>No<\/strong>.<\/li><li>If you want to create a contact after lead qualification select <strong>Yes<\/strong> in <strong>CreateContact<\/strong> parameter or else <strong>No<\/strong>.<\/li><li>If you want to convert this lead to an opportunity after lead qualification select <strong>Yes<\/strong> in <strong>CreateOpportunity<\/strong> parameter or else <strong>No<\/strong>.<\/li><\/ol>\n<\/div>\n<\/div>\n\n\n\n<p>Thank you for reading this article hope you find it useful.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/omar-iqbal-here\/\" target=\"_blank\" rel=\"noreferrer noopener\">Omar Iqbal<\/a><\/p>\n\n\n\n<p>Technical Consultant<\/p>\n","protected":false},"excerpt":{"rendered":"To qualify a lead using Power Automate, use the &#8220;Perform a bound action&#8221; using the Microsoft Dataverse connector.&hellip;\n","protected":false},"author":1,"featured_media":2178,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[18],"tags":[15,16],"class_list":{"0":"post-2169","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-power-platform","8":"tag-powerautomate","9":"tag-qualifylead","10":"cs-entry","11":"cs-video-wrap"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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