Capture trade show leads into Dynamics 365.
Booth visitors scan a QR code or text a keyword, answer two or three qualifying questions by text, and arrive in Microsoft Dynamics 365 as leads.
14-day free trial. Connects to Microsoft Dynamics 365 through Zapier (a premium Zapier app, so it needs a paid Zapier plan).
At your event
EXPO
Thanks for stopping by! What’s your work email?
r.kim@contoso.com
Added to Microsoft Dynamics 365
Through Zapier · Lead created
Booth and conference leads that make it into Microsoft Dynamics 365
Badge scans arrive days later in a spreadsheet, and business cards get typed up by whoever has time. With Textiful, visitors give you their details by text and they’re in your CRM before they reach the next booth.
Qualified at the booth
Ask company, role, or timeline by text, and the answers fill the lead’s fields, so reps see who to call first.
A keyword or a QR code
Say “text DEMO to 33777” from the front of the room, or put a QR code where people can scan it. Either one starts your capture flow.
Qualifying questions by text
A capture flow asks for company, role, or timeline one text at a time, and each answer becomes a field your reps can sort by.
Connect it with Zapier
- 1
Start with Textiful
In Zapier, create a Zap. Choose Textiful as the trigger app and New Contact as the trigger, then sign in to Textiful.
- 2
Pick your flow
Choose the capture flow to watch. Finish the flow once from your own phone, then test the trigger so Zapier has a sample.
- 3
Add Microsoft Dynamics 365 CRM
Choose Microsoft Dynamics 365 CRM and the Create Lead action. Map first and last name, email, company, and phone to the lead.
- 4
Turn it on
From then on, everyone who finishes the flow becomes a lead or contact in Microsoft Dynamics 365.
See Textiful + Microsoft Dynamics 365 CRM on Zapier, or read the Zapier setup guide.
The Microsoft Dynamics 365 CRM action to use
Your Zap has two steps: Textiful’s New Contact trigger, then Microsoft Dynamics 365 CRM’s Create Lead action. Here’s every field Zapier shows for that action, and what to put in each one.
1. Trigger
Textiful: New Contact
Runs when someone finishes the capture flow you pick.
- Campaign NameRequiredYour capture flow
Always sent
Email, First name, Last name, Mobile number, Keyword (empty for a QR code scan), Number texted, Flow name and ID, Time they finished
Sent when your flow asks
Zip, City, State, Time zone, Company, Birthdate and age, Your custom fields, Poll answers
Each answer arrives as its own field you can map.
2. Action
Microsoft Dynamics 365 CRM: Create Lead
Creates a new lead.
| Field in Zapier | What to put here |
|---|---|
| info | Optional |
| Owner | Optional |
More Microsoft Dynamics 365 fields, including any custom fields, appear once you connect your account in Zapier. Field names as listed on Zapier, checked November 2026.
Where sales teams capture leads into Microsoft Dynamics 365
Questions people ask
Yes. Microsoft Dynamics 365 CRM is a premium app on Zapier, so you need a paid Zapier plan. Textiful’s Zapier trigger is included on every Textiful plan.
Yes. Each Zap watches one flow, so give each event its own flow and Zap. Set the lead source or campaign to the event.
No. The short codes 33777 and 55444 work in the US only, and QR codes text those same numbers, so Textiful is for audiences in the US.
More CRMs that work with Textiful
- HubSpotCapture booth and session leads into HubSpot (built in)
- KeapCapture workshop and talk leads into Keap
- HighLevelCapture event leads into HighLevel
- SalesforceCapture trade show and event leads into Salesforce
- Zoho CRMCapture trade show and event leads into Zoho CRM
- PipedriveCapture trade show and event leads into Pipedrive
- All integrations
Get your next show’s leads into Microsoft Dynamics 365.
Try Textiful free for 14 days. Set up a QR code or keyword in minutes and see who shows up.