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Microsoft Dynamics 365 CRM + Plezi

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

Effortlessly manage your leads and contacts between Microsoft Dynamics 365 CRM and Plezi with this seamless workflow. When a new lead is added in Dynamics 365 CRM, this automation will ensure the contact is created or updated in Plezi, keeping your marketing and sales efforts aligned and organized. Save time and streamline your lead nurturing processes with this intuitive integration.

Effortlessly manage your leads and contacts between Microsoft Dynamics 365 CRM and Plezi with this seamless workflow. When a new lead is added in Dynamics 365 CRM, this automation will ensure the contact is created or updated in Plezi, keeping your marketing and sales efforts aligned and organized. Save time and streamline your lead nurturing processes with this intuitive integration.

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

    Triggers when a new lead 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
    Try It
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microsoft-dynamics-crm logo

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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