Microsoft Dynamics CRM + Plecto Integrations
Integrate Microsoft Dynamics CRM with Plecto to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Microsoft Dynamics CRM to Plecto integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
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 MorePlecto 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 IntegrationsIt's easy to connect Microsoft Dynamics CRM + Plecto without coding knowledge. Start creating your own business flow.
- Triggers
-
![]()
New AccountTriggers when a new account is created.
-
![]()
New CaseTriggers when a new case is created.
-
![]()
New ContactTriggers when a new contact is created.
-
![]()
New InvoiceTriggers when a new invoice is created.
-
![]()
New LeadTriggers when a new lead is created.
-
![]()
New TaskTriggers when a new task is created.
-
![]()
Updated LeadTriggers when a lead is updated.
- Actions
-
![]()
Create AccountCreates a new account.
-
![]()
Create CaseCreates a new case.
-
![]()
Create ContactCreates a new contact.
-
![]()
Create LeadCreates a new lead.
-
![]()
Create NoteCreate Note
-
![]()
Create OpportunityCreates a new Opportunity.
-
![]()
Update CaseUpdates an existing case.
-
![]()
Update TaskUpdates an existing task
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
