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BuzzBoard Ignite + Microsoft Dynamics 365 CRM

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads

Easily manage your sales pipeline by connecting Microsoft Dynamics 365 CRM with BuzzBoard Ignite. This workflow activates when a new lead is added in Dynamics 365 CRM and instantly creates a profile in BuzzBoard Ignite. Save time and maintain a seamless data flow between your CRM and superior sales intelligence app, allowing you to focus on nurturing leads and closing deals.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ProfileTriggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and BuzzBoard Ignite

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and BuzzBoard Ignite

New Account
Triggers when a new account is created.
Trigger
Polling
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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
- Owner
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
Create Reminder
Adding reminders for the projects
Trigger
Instant
Try It
New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
Try It
New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
Try It
Contact Updated
Updates an existing contact.
Trigger
Instant
Try It
New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
Try It
Note Updated
Updates an existing note.
Trigger
Instant
Try It
- Record Id
- Business Name
  Required
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business Name
  Required
- First Name
- Last Name
  Required
- Phone Number
- Email
  Required
- Mobile Number
- Profile Id
Action
Write
- Contact Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Mobile Number
Action
Write
- Profile Id
- Business Name
- Website
- Record Id
- Zipcode
- City
- State
- Country
- Email
- Phone
- Address
- First Name
- Last Name
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
- Api_docs_info
- 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
New Profile
Triggered every time a new profile is created in BuzzBoard Insights.
Trigger
Instant
Try It
New Facebook Custom Audience
Triggers every time a new facebook custom audience is created in BuzzBoard Insights.
Trigger
Instant
Try It
New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
Try It
Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
Try It
Context Updated
Triggers when profile context is updated.
Trigger
Instant
Try It
Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
Try It
- Profile Id
- Business Name
  Required
- Title
- Context
Action
Write
- Profile Id
- Business Name
  Required
- Reminder Title
- Reminder Note
- Reminder Date
  Required
Action
Write
- Business Name
  Required
- Subject
  Required
- Write Note
- Profile Id
Action
Write
- Context id
  Required
- Title
- Context
Action
Write
- Note id
  Required
- Subject
- Write Note
Action
Write

About BuzzBoard Ignite

BuzzBoard Ignite is a data intelligence platform, sources 1000s of robust data points on SMBs. Plug-in to start streaming real-time intelligence.

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Related categories

Dashboards

About Microsoft Dynamics 365 CRM

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

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CRM (Customer Relationship Management)

Microsoft

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