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Microsoft Dynamics 365 CRM + Plezi

Microsoft Dynamics 365 CRM + Plezi

Microsoft Dynamics 365 CRM + Plezi integrations

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates or updates a contact.
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More things you can do with Microsoft Dynamics 365 CRM and Plezi

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Plezi

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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.
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About Plezi
Plezi helps fast growing B2B companies to generate more leads thanks to their content.
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