Connect Dynamics 365 and
Nielsen Scarborough with AI

Sync Dynamics 365 with Nielsen Scarborough to automate audience-driven CRM updates and media performance analysis. Stop manually exporting customer segments, copying market research data into spreadsheets, and reconciling campaign performance across disconnected systems.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Enrich Dynamics 365 customer records with Nielsen Scarborough audience segment data

Automatically append demographic profiles, media consumption habits, and purchase behavior insights from Nielsen Scarborough to matching customer records in Dynamics 365. Keep CRM data enriched with latest market intelligence without manual imports.

Sync Dynamics 365 sales opportunities with Nielsen Scarborough market performance data

Flow regional sales pipeline data from Dynamics 365 into Nielsen Scarborough analysis to correlate opportunity value with local media consumption patterns. Identify which markets show highest commercial intent aligned with your product category.

Generate automated media performance reports combining CRM and audience measurement

Pull campaign touchpoint data from Dynamics 365 and merge with Nielsen Scarborough reach and frequency metrics. Create unified reports showing how audience exposure correlates with sales funnel progression and revenue outcomes.

Alert sales teams when target account profiles match high-value audience segments

Monitor Nielsen Scarborough audience updates and trigger Dynamics 365 alerts when existing accounts match newly identified high-value consumer segments. Enable account teams to act on fresh market intelligence immediately.

Archive Nielsen Scarborough campaign measurement data to Dynamics 365 for attribution

Capture audience reach, impressions, and demographic breakdowns from Nielsen Scarborough campaigns and store as structured records in Dynamics 365. Build long-term attribution models linking media exposure to customer acquisition.

Automate customer segmentation updates based on Nielsen Scarborough behavior shifts

When Nielsen Scarborough releases updated market data showing changed media consumption or purchase patterns, automatically re-segment matching Dynamics 365 contacts. Keep targeting strategies current without manual list rebuilds.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Dynamics 365 and Nielsen Scarborough with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Dynamics 365's entity structure and Nielsen Scarborough's audience taxonomy, so you can map market intelligence to CRM workflows without technical overhead.

AI that reads CRM schemas and audience measurement frameworks

Redbird interprets Dynamics 365 account hierarchies, contact custom fields, and opportunity stages alongside Nielsen Scarborough's DMA codes, audience segments, media quintiles, and purchase behavior indices. Our AI automatically maps demographic attributes to CRM fields, matches geographic markets to account territories, and translates audience metrics into actionable customer intelligence. No need to manually define field mappings or build custom ETL for research data.

Account & contact entity mapping
DMA to territory translation
Audience segment matching
Custom attribute population
10×

faster audience enrichment vs manual CSV exports and CRM imports

No data exports, spreadsheet joins, or bulk upload wizards required

Auto-generated reports

Redbird can pull from Dynamics 365 and Nielsen Scarborough simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Nielsen Scarborough.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Dynamics 365 into Nielsen Scarborough, or from Nielsen Scarborough back into Dynamics 365. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Dynamics 365 or Nielsen Scarborough and take action across both platforms.

Dynamics 365
Triggers & Actions
Trigger

New account created

Fires when a new account record is added to Dynamics 365.

Trigger

Opportunity stage changed

Fires when a sales opportunity moves to a different pipeline stage.

Trigger

Contact custom field updated

Fires when demographic or segmentation fields are modified on contact records.

Action

Update account custom fields

Write market intelligence and audience data to custom account attributes.

Action

Create campaign response record

Log media exposure and audience touchpoints as campaign responses in Dynamics 365.

Action

Add contact to marketing list

Segment contacts into marketing lists based on Nielsen Scarborough audience matching.

Nielsen Scarborough
Triggers & Actions
Trigger

New audience segment released

Fires when Nielsen Scarborough publishes updated local market audience segments.

Trigger

Market study data refreshed

Fires when quarterly or annual consumer behavior data is updated for a DMA.

Trigger

Media consumption pattern changed

Fires when significant shifts in channel preferences are identified for target demographics.

Action

Query audience demographics by market

Retrieve detailed demographic and psychographic profiles for specific geographic areas.

Action

Pull media quintile data for segment

Extract media consumption intensity metrics for defined audience segments.

Action

Retrieve purchase behavior index

Fetch product category purchase propensity scores for customer segments.

Dynamics 365
+
Nielsen Scarborough

Ready to connect your stack?

Start automating audience enrichment between Dynamics 365 and Nielsen Scarborough. Stop toggling between CRM and market research platforms to build data-driven customer strategies.

Get started → Book a demo