Connect Braintrust and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Braintrust and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Finds Braintrust projects created recently so you can act on new opportunities.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your Braintrust integrations.
Create Project
Create a new project
Create Dataset
Create a new dataset
Create Group
Create a group and add members
Create Role
Add a role in Braintrust
Create AI Secret
Store an AI secret for apps
Create Account
Creates a new account
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Step by step guides to integrate Braintrust and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Braintrust and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Braintrust triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Braintrust data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Braintrust and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Braintrust and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Braintrust
Braintrust is a decentralized talent network that connects skilled professionals with companies seeking top-tier expertise. It leverages blockchain technology to ensure fair compensation and transparency in the hiring process.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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