BONZO + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to BONZO campaigns as prospects

Effortlessly manage your leads and marketing campaigns with this streamlined workflow between Microsoft Dynamics 365 CRM and BONZO. Once a new lead is created in your Microsoft Dynamics 365 CRM, this automation will move the prospect to a designated campaign in BONZO, ensuring all potential clients are engaged and nurtured effectively. Enhance your sales pipeline and save time spent on manual lead management with this robust and seamless solution.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Move Prospect to Campaign
Move Prospect to Campaign
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- UuidRequired
- KeyRequired
- Created After
Trigger
Scheduled
Try It
- UuidRequired
Trigger
Scheduled
Try It
- UuidRequired
- User Id
- Merge Duplicates
- Pipeline Stage Id
- First Name
- Last Name
- Email
- Phone
- Marital Status
- Address
- Unit Number
- City
- State
- Zip
- Tags
- Note
- Field 1
- Field 2
- Field 3
- Field 4
- Field 5
- Birthday
- Fb Id
- Company Name
- Loan Amount
- Down Payment
- Loan Program
- Credit Score
- Purchase Price
- Cash Out Amount
- Loan Type
- Loan Purpose
- Property Value
- Property Address
- Property Unit Number
- Property City
- Property State
- Property Zip
- Property County
- Found Home
- Bankruptcy
- Foreclosure
- Working With Agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead Source
- Interest Rate
- Requested Apr
- Property Type
- Property Use
- Bankruptcy Details
- Foreclosure Details
- Occupation
- Household Income
- Current Step
- Close Date
- Application Date
- Rate Lock Date
- Referral Source
- Insurance Zip
- Insurance City
- Insurance State
- Insurance Address
- Apartment Number
- Height
- Weight
- Weight Change
- Income
- Work Phone
- Net Worth
- Insurance Declined
- Gender
- Dependents
- Smoker
- Credit Standing
- Flood Interest
- Earthquake Interest
- Deductible
- Coverage Amount
- Liability Amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect IdRequired
- Campaign IdRequired
Action
Write
- Prospect IdRequired
- Campaign Id
- Pipeline Stage Id
- User Id
- First Name
- Last Name
- Email
- Phone
- Marital Status
- Address
- Unit Number
- City
- State
- Zip
- Tags
- Note
- Field 1
- Field 2
- Field 3
- Field 4
- Field 5
- Birthday
- Fb Id
- Company Name
- Loan Amount
- Down Payment
- Loan Program
- Credit Score
- Purchase Price
- Cash Out Amount
- Loan Type
- Loan Purpose
- Property Value
- Property Address
- Property Unit Number
- Property City
- Property State
- Property Zip
- Property County
- Found Home
- Bankruptcy
- Foreclosure
- Working With Agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead Source
- Interest Rate
- Requested Apr
- Property Type
- Property Use
- Bankruptcy Details
- Foreclosure Details
- Occupation
- Household Income
- Current Step
- Close Date
- Application Date
- Rate Lock Date
- Referral Source
- Insurance Zip
- Insurance City
- Insurance State
- Insurance Address
- Apartment Number
- Height
- Weight
- Weight Change
- Income
- Work Phone
- Net Worth
- Insurance Declined
- Gender
- Dependents
- Smoker
- Credit Standing
- Flood Interest
- Earthquake Interest
- Deductible
- Coverage Amount
- Liability Amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Pipeline Stage IdRequired
Trigger
Scheduled
Try It
- Pipeline Stage IdRequired
- Merge Duplicates
- User Id
- First Name
- Last Name
- Email
- Phone
- Marital Status
- Address
- Unit Number
- City
- State
- Zip
- Tags
- Note
- Field 1
- Field 2
- Field 3
- Field 4
- Field 5
- Birthday
- Fb Id
- Company Name
- Loan Amount
- Down Payment
- Loan Program
- Credit Score
- Purchase Price
- Cash Out Amount
- Loan Type
- Loan Purpose
- Property Value
- Property Address
- Property Unit Number
- Property City
- Property State
- Property Zip
- Property County
- Found Home
- Bankruptcy
- Foreclosure
- Working With Agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead Source
- Interest Rate
- Requested Apr
- Property Type
- Property Use
- Bankruptcy Details
- Foreclosure Details
- Occupation
- Household Income
- Current Step
- Close Date
- Application Date
- Rate Lock Date
- Monthly Income
- Other Income
- Lien Position
- Amortization Type
- Amortization Term
- Monthly Payment
- New Loan Amount
- Rate Is Locked
- Referral Source
- Insurance Zip
- Insurance City
- Insurance State
- Insurance Address
- Apartment Number
- Height
- Weight
- Weight Change
- Income
- Work Phone
- Net Worth
- Insurance Declined
- Gender
- Dependents
- Smoker
- Credit Standing
- Flood Interest
- Earthquake Interest
- Deductible
- Coverage Amount
- Liability Amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect IdRequired
- User IdRequired
Action
Write
- Prospect IdRequired
- Pipeline Stage IdRequired
Action
Write
- Email
- Phone
Action
Search

About BONZO

Bonzo is a multi-channel communication tool that keeps you top of mind.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

BONZO + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to BONZO campaigns as prospects

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Get General People

UuidRequired

KeyRequired

Created After

Get People From Campaigns

UuidRequired

Create Prospect in Campaign

UuidRequired

User Id

Merge Duplicates

Pipeline Stage Id

First Name

Last Name

Email

Phone

Marital Status

Address

Unit Number

City

State

Zip

Tags

Note

Field 1

Field 2

Field 3

Field 4

Field 5