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 Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Profile
Triggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

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Supported triggers and actions

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
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- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
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- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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
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New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
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New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
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Contact Updated
Updates an existing contact.
Trigger
Instant
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New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
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Note Updated
Updates an existing note.
Trigger
Instant
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- Record Id
- Business NameRequired
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business NameRequired
- First Name
- Last NameRequired
- Phone Number
- EmailRequired
- Mobile Number
- Profile Id
Action
Write
- Contact IdRequired
- 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
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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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
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New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
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Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
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Context Updated
Triggers when profile context is updated.
Trigger
Instant
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Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
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- Profile Id
- Business NameRequired
- Title
- Context
Action
Write
- Profile Id
- Business NameRequired
- Reminder Title
- Reminder Note
- Reminder DateRequired
Action
Write
- Business NameRequired
- SubjectRequired
- Write Note
- Profile Id
Action
Write
- Context idRequired
- Title
- Context
Action
Write
- Note idRequired
- 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.

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 more

Related categories

Similar apps

Related Zap Templates

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

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM contacts

BuzzBoard Ignite + Microsoft Dynamics 365 CRM

Create BuzzBoard Ignite profiles for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Create Reminder

New Contact

New Note

Contact Updated

New Email to Facebook Custom Audience

Note Updated

Create Profile

Create Contact

Update Contact

Update Profile

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Profile

New Facebook Custom Audience

New Context

Profile Assets

Context Updated

Profile Updated

Create Context

Create Reminder

Create Note

Update Context

Update Note

About BuzzBoard Ignite

Related categories

About Microsoft Dynamics 365 CRM

Related categories