Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsMicrosoft Dynamics CRM + Slack
Send new Microsoft Dynamics leads to a Slack channel Read More...Microsoft Dynamics CRM + Databox
Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...Microsoft Dynamics CRM + Sendinblue
Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...Microsoft Dynamics CRM + Gmail
Create Draft to Gmail from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Gmail
Send Email in Gmail when New Contact is created in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Plaid without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new item is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Create a new payment recipient
(30 seconds)
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(2 minutes)
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