Bloom Growth + Microsoft Dynamics 365 CRM

Bloom Growth + Microsoft Dynamics 365 CRM integrations

Update Bloom Growth metrics when new leads are added to Microsoft Dynamics 365 CRM

Effortlessly keep your Bloom Growth metrics updated with new leads from Microsoft Dynamics 365 CRM. This workflow will trigger when there's a new lead in Microsoft Dynamics 365 CRM and instantly update the respective metric in Bloom Growth. Stay organized and ensure your growth strategy is on track with this seamless automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Update MetricTriggers when a Metric is updated
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Bloom Growth

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Bloom Growth

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Process
  Required
- Step
  Required
- (Optional) Filter on User
Trigger
Instant
Try It
- Which measurable?
Trigger
Instant
Try It
- For Meeting
  Required
- Headline Title
  Required
- Headline Notes
- Owner
Action
Write
- For Meeting
  Required
- To-do Title
  Required
- To-do Notes
- For User
- To-do Due Date
Action
Write
Get Current Week
Gets the current week number
Action
Write
- Measurable
  Required
- Value
  Required
- Day Offset
Action
Write
- Rock
  Required
- Rock Title
- Rock Owner
- Status
Action
Write
- To-do
  Required
- To-do Title
- To-do Due Date
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- (Optional) Filter on Owner
- (Optional) Filter on Meeting
Trigger
Instant
Try It
- Fire When
  Required
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- (Optional) Filter on User
- (Optional) Filter on Meeting
- (Optional) Filter on a particular To-Do
Trigger
Instant
Try It
- For Meeting
  Required
- Issue Title
  Required
- Issue Notes
- For User
Action
Write
- To-do Title
  Required
- To-do Notes
- To-do Due Date
Action
Write
- Process
  Required
Action
Write
- Measurable
  Required
- Measurable Title
- Goal Direction
- Goal
- Alternate Goal
- Units
Action
Write
- Measurable
  Required
- Week Number
  Required
- Value
  Required
Action
Write
- To-do
  Required
- Is Complete
  Required
Action
Write

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

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Related categories

Productivity

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Update Bloom Growth metrics when Microsoft Dynamics 365 CRM contacts are updated

Update Bloom Growth metrics for new Microsoft Dynamics 365 CRM contacts