BuyerAssist + Microsoft Dynamics 365 CRM
Create new BuyerAssist companies for each new Microsoft Dynamics 365 CRM contact
Effortlessly keep your CRM and sales engagement platform in sync with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a company in BuyerAssist. Save time, reduce manual entry, and maintain accurate company information across both platforms for efficient sales engagement and improved team productivity.
Effortlessly keep your CRM and sales engagement platform in sync with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a company in BuyerAssist. Save time, reduce manual entry, and maintain accurate company information across both platforms for efficient sales engagement and improved team productivity.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CompanyCreates a new Company in BuyerAssist
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Assignee
Triggered when User Add or Update Task assignee.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new contact is created in BuyerAssist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone Template ID
Milestone NameRequired
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
EmailRequired
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Company ID
Email
First Name
Last Name
Title
Source ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Task IDRequired
Task Name
Task Due Date
Task Description
is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Opportunity ID Required
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch property nameRequired
Search property Value
Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a new task is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MSP IDRequired
Notes IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Company Id
Company nameRequired
Display nameRequired
Opportunity/Deal Id
Mutual Success Plan NameRequired
Mutual Success Plan Start DateRequired
Mutual Success Plan Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone IDRequired
Task NameRequired
Task Due DateRequired
Task DescriptionRequired
Is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Opportunity NameRequired
Account ID
Amount
Description
Stage Name
Close Date
Source System
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
MSP IDRequired
Task StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOPP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMSP IDRequired
Milestone NameRequired
Milestone Template ID
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About BuyerAssist
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