Microsoft Dynamics 365 CRM + Pluvo

Create Pluvo users from new Microsoft Dynamics 365 CRM leads

Efficiently streamline your lead management process with this workflow that connects Microsoft Dynamics 365 CRM and Pluvo. Upon receiving a new lead in Microsoft Dynamics 365 CRM, the user's information will be updated in the Pluvo app. This automation helps keep both platforms in sync and ensures your team has the most up-to-date data for each lead, saving time and reducing manual errors.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
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Update User
Triggers when a user is updated.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
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Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
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Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
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Delete User
Triggers when a user is deleted.
Trigger
Instant
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- User ReferenceRequired
- Group referenceRequired
Action
Write
- Group update
- Group referenceRequired
- Name
- Enable Chat
Action
Write
- User referenceRequired
- E-Learning referenceRequired
Action
Write
- User update
- User referenceRequired
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User referenceRequired
Action
Search
- E-Learning referenceRequired
- TitleRequired
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
Try It
Update Group
Triggers when a group is updated.
Trigger
Instant
Try It
Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
Try It
Create User
Triggers when a user is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- User ReferenceRequired
- Group referenceRequired
Action
Write
- User referenceRequired
- E-Learning referenceRequired
- Send invite
Action
Write
- E-Learning update
- E-Learning referenceRequired
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group referenceRequired
Action
Search
- E-Learning referenceRequired
Action
Search
- Group referenceRequired
- NameRequired
- Enable Chat
Action
Search or write
- User referenceRequired
- NameRequired
- EmailRequired
- Active
- Send invite
Action
Search or write

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 Pluvo

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Microsoft Dynamics 365 CRM + Pluvo

Create Pluvo users from new Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Module Group File Uploaded

Delete Group

Create E-Learning

Update E-Learning

Delete User

Add User to Group

User ReferenceRequired

Group referenceRequired

Update Group

Group update

Group referenceRequired

Name

Enable Chat

Remove User From E-Learning

User referenceRequired

E-Learning referenceRequired

Update User

User update

User referenceRequired

Name

Email

Active

Get Progress

Progress search

Since

User reference

Find or Create User

User referenceRequired

Search or create e-learning

E-Learning referenceRequired

TitleRequired

Subtitle

Introduction

Start Date

End Date

Active

Show Participants

Show Shared Files

Enable Chat

New Contact