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Microsoft Dynamics 365 CRM + Plezi

Create or update Plezi contacts for new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain your contact lists in both Microsoft Dynamics 365 CRM and Plezi with this seamless automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update their information in Plezi, ensuring your marketing and sales efforts remain in sync without manual intervention. Stay organized and focused on building relationships while this integration takes care of contact management for you.

Effortlessly maintain your contact lists in both Microsoft Dynamics 365 CRM and Plezi with this seamless automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update their information in Plezi, ensuring your marketing and sales efforts remain in sync without manual intervention. Stay organized and focused on building relationships while this integration takes care of contact management for you.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    PleziPlezi

    Creates or updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

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