Dynamics - Create/Update Lead

The Create/Update Lead step pushes contacts from eMarketeer into your Microsoft Dynamics CRM as Leads, with built-in logic to update existing records and prevent duplicates.

Create/Update Lead step configuration with Always create a lead checkbox

Step configuration

When you add this step to a Journey, configure the following fields:

• Subject (required): Sets the main title for the Lead record in Dynamics (for example, "Webinar Attendee" or "Contact Us Form").
• Description: Passes additional notes, campaign details, or context to your sales team.

The "Always create a lead" setting

This checkbox controls how eMarketeer searches your CRM and handles existing records.

If unchecked (default)

This option protects your CRM from creating Leads for people who have already progressed in your sales cycle.

• eMarketeer first checks Dynamics to see if the person already exists as a Contact.
• If they are a Contact: The step stops completely. No Lead is created.
• If they are not a Contact: eMarketeer updates an existing Lead. If no Lead is found, it creates a new one.

If checked

This option forces the step to process the Lead, regardless of whether the person already exists as a Contact in your CRM.

• eMarketeer bypasses the initial Contact check and attempts to update an existing Lead.
• If no existing Lead is found, it creates a new Lead.
• Smart linking: If it creates a new Lead and the person already exists as a Contact in Dynamics, eMarketeer automatically links the new Lead to their existing Contact and Account records.