Connect BuzzBoard Ignite and Microsoft Dynamics 365 CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect BuzzBoard Ignite to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads
Premium
Details
Try it
Microsoft Dynamics 365 CRM + BuzzBoard Ignite
Update BuzzBoard Ignite profiles when Microsoft Dynamics 365 CRM contacts are updated
Premium
Details
Try it
Microsoft Dynamics 365 CRM + BuzzBoard Ignite
Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM contacts
Premium
Details
Try it
Microsoft Dynamics 365 CRM + BuzzBoard Ignite

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads

Details

Try it

Microsoft Dynamics 365 CRM + BuzzBoard Ignite

Update BuzzBoard Ignite profiles when Microsoft Dynamics 365 CRM contacts are updated

Details

Try it

Microsoft Dynamics 365 CRM + BuzzBoard Ignite

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM contacts

Details

Try it

Microsoft Dynamics 365 CRM + BuzzBoard Ignite

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate BuzzBoard Ignite with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Profile" from BuzzBoard Ignite.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects BuzzBoard Ignite and Microsoft Dynamics 365 CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- 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

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
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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BuzzBoard Ignite and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your BuzzBoard Ignite to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Microsoft

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

Connect BuzzBoard Ignite and Microsoft Dynamics 365 CRM to unlock the power of automation

Set up your first integration

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads

Update BuzzBoard Ignite profiles when Microsoft Dynamics 365 CRM contacts are updated

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM contacts

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads

Update BuzzBoard Ignite profiles when Microsoft Dynamics 365 CRM contacts are updated

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect BuzzBoard Ignite and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Connect BuzzBoard Ignite to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform