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.Read More
Plecto is a custom business dashboard software which allows users to track their business goals and results conveniently at-a-glance. It enables businesses to create their own custom dashboards and visualize team performances across Marketing, Sales & Service departments.Plecto Integrations
It's easy to connect Microsoft Dynamics CRM + Plecto 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.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task