Microsoft Dynamics 365 CRM + Pluvo

Microsoft Dynamics 365 CRM + Pluvo integrations

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 LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Update UserTriggers when a user is updated.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Pluvo

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

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
Try It
Delete Group
Triggers when a group is deleted.
Trigger
Instant
Try It
Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
Try It
Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
Try It
Delete User
Triggers when a user is deleted.
Trigger
Instant
Try It
- User Reference
  Required
- Group reference
  Required
Action
Write
- Group update
- Group reference
  Required
- Name
- Enable Chat
Action
Write
- User reference
  Required
- E-Learning reference
  Required
Action
Write
- User update
- User reference
  Required
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User reference
  Required
Action
Search
- E-Learning reference
  Required
- Title
  Required
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
Try It
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 Reference
  Required
- Group reference
  Required
Action
Write
- User reference
  Required
- E-Learning reference
  Required
- Send invite
Action
Write
- E-Learning update
- E-Learning reference
  Required
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group reference
  Required
Action
Search
- E-Learning reference
  Required
Action
Search
- Group reference
  Required
- Name
  Required
- Enable Chat
Action
Search or write
- User reference
  Required
- Name
  Required
- Email
  Required
- 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

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

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Related Zap Templates

Create new Pluvo e-learning users from Microsoft Dynamics 365 CRM contacts

Create Pluvo e-learning users from new Microsoft Dynamics 365 CRM leads

Create and update Pluvo users from new Microsoft Dynamics 365 CRM contacts