Add2List

by Paraflow Communications Ltd.Microsoft 365Price not published

Create Dynamics 365 marketing lists by matching pasted customer identifiers to Accounts, Contacts, or Leads.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Add2List — cover image

What it does

Creates marketing lists in Dynamics 365 for Sales from customer identifiers. A marketing user selects the list name, customer type, and CRM field to search. Identifiers can be pasted into a multiline field from Excel, PowerBI, another external system, or a custom SQL query output. The request searches the CRM database and adds matching customers to the new list.

Key capabilities

from the Microsoft Marketplace listing

Marketing list creation

Creates a specified Marketing List in Dynamics 365.

Customer matching

Searches Accounts, Contacts, or Leads using a selected identifier field.

Pasted identifier input

Accepts multiline lists of identifiers such as email addresses.

Automatic list population

Adds matching customers to the created Marketing List.

Trial request limit

The trial version allows up to 19 entries per request.

Use cases

  • Build a marketing list from identifiers exported from Excel or PowerBI.
  • Create a customer list from the output of a custom SQL query.

Who it's for

Marketing users working in Dynamics 365 for Sales.

How it compares

Add2List and Fuzzy Lookup for Excel both use cloud deployment, while SigParser is also cloud-deployed and has a paid pricing model; Add2List and Fuzzy Lookup for Excel have unknown pricing models. Add2List was updated on February 11, 2021, compared with December 2022 for Fuzzy Lookup for Excel and June 2026 for SigParser.

NamePricingDeploymentUpdated
Add2Listthis pluginPrice not publishedCloud
Fuzzy Lookup for ExcelPrice not publishedCloud
SigParserPaidCloud

In the catalog

207 plugins in Dynamics 365 · Sales

Price distribution: 10 free, 4 freemium, 172 paid, 21 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«The solution provides an easy to use interface built in Dynamics 365 for Sales which allows marketing users to submit Add2List Requests. These requests search for existing customers (Accounts, Contacts or Leads) by a given identifier (such as email, mobile phone or social security number) and create Marketing Lists …»

Official marketplace listing

Publisher
Paraflow Communications Ltd.
Updated on marketplace
Facts verified

Tags

marketinglistexcelimporttargetexternal