Microsoft Dynamics 365 CRM + Plivo Integration

Integrate Microsoft Dynamics 365 CRM to Plivo in one click, or tell Integrately AI how you want each lead handled. Qualify new leads, send instant SMS updates, trigger follow-ups, and keep your communication channels running automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Plivo
    SMS is received in Plivo
  • Plivo
    Call is completed in Plivo
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Plivo
    Send SMS in Plivo
  • Plivo
    Make a call and play audio in Plivo
  • Plivo
    Make a call and speak text in Plivo
  • Plivo
    Send MMS in Plivo
  • Plivo
    Search number in Plivo
  • Plivo
    Get message by ID in Plivo

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Plivo Integration

Capture leads, send automated SMS messages, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Plivo Integration

Send Plivo message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Plivo letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Plivo integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + Plivo flow

Connect your CRM and communication workflows to email, chat, spreadsheets, and support desks to keep every team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Plivo
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
ZendeskZendesk (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
Jira Software CloudJira Software Cloud (3)
M
M
P
Send a Microsoft Outlook email for every new Microsoft Dynamics 365 CRM lead, and trigger a Plivo SMS notification
New Microsoft Dynamics 365 CRM leads immediately generate an email in Microsoft Outlook and an SMS via Plivo, keeping your team and contacts instantly informed.
M
M
P
When a Microsoft Dynamics 365 CRM contact is updated, send a confirmation email via Microsoft Outlook and an SMS update through Plivo
Updated Microsoft Dynamics 365 CRM contact details trigger an email confirmation in Microsoft Outlook and a status update SMS via Plivo.
M
M
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If a Microsoft Dynamics 365 CRM opportunity is updated, send a meeting summary email in Microsoft Outlook and notify stakeholders via Plivo SMS
Major opportunity updates in Microsoft Dynamics 365 CRM immediately send an Outlook email summary and a Plivo SMS alert.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Plivo

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Plivo
Plivo Triggers & Actions
SMS is received in Plivo
Triggers the automation when a new SMS is received
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Call is completed in Plivo
Triggers the automation when a call is completed
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Send SMS in Plivo
Sends a text message to particular recipients
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Make a call and play audio in Plivo
Make a call and play a pre-recorded audio message
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Make a call and speak text in Plivo
Initiates a phone call and speak out the particular text to the recipient
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Send MMS in Plivo
Sends multimedia messages to designated recipients
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Search number in Plivo
Searches for a number
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Get message by ID in Plivo
Retrieves a message using its id
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What can you automate with Microsoft Dynamics 365 CRM + Plivo?

Streamline your customer communications by connecting Microsoft Dynamics 365 CRM events directly to automated Plivo messaging workflows.

What you can automate?
📨
Trigger instant SMS messages from new CRM leads
Automatically dispatch an SMS via Plivo the moment a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual outreach delays and engage prospective customers instantly.
📋
Capture every submitted field in your messaging workflows
Map detailed Microsoft Dynamics 365 CRM contact fields directly into your Plivo text messages instead of generic placeholders. Personalize every communication effectively.
🔔
Alert your team as soon as support cases arrive
Notify your staff via Plivo SMS whenever a new case is created in Microsoft Dynamics 365 CRM. Ensure rapid response times for critical customer inquiries.
🔀
Route communications based on submitted criteria
Send different SMS templates through Plivo depending on specific fields like lead tier or opportunity value in Microsoft Dynamics 365 CRM. Tailor your messaging automatically.
🔄
Keep customer records updated across platforms
Synchronize status updates between Microsoft Dynamics 365 CRM and Plivo logs automatically as customer interactions progress through your pipeline.
🛡️
Prevent duplicate records during contact updates
Search and update existing Microsoft Dynamics 365 CRM records when receiving inbound SMS replies in Plivo instead of creating unnecessary duplicates.
📌
Manage later status changes and order fulfillments
Trigger automated Plivo SMS alerts whenever a Microsoft Dynamics 365 CRM sales order or quote is successfully updated.
🔗
Extend your workflow to team collaboration apps
Connect your core Microsoft Dynamics 365 CRM and Plivo workflow to Slack to notify internal teams while sending customer messages.
And much more...

Who is Microsoft Dynamics 365 CRM + Plivo integration for?

Connecting Microsoft Dynamics 365 CRM to Plivo streamlines sales outreach, eliminates manual messaging delays, and keeps customer communication fully automated.

Sales operations managers
Sales operations managers
Customer support leads
Customer support leads
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Business development reps
Business development reps
Customer success managers
Customer success managers
📈
Sales operations managers
You're tracking lead conversion metrics across multiple platforms, but your communication logs only update when someone manually sends messages, so your pipeline reports are always outdated — with this integration, every new lead triggers automated SMS outreach instantly and your activity data stays current.
⚡
Customer support leads
You need to respond to urgent customer cases instantly, but you find out about new issues too late because nobody is watching the CRM queue around the clock — automating both apps means every new case triggers an instant SMS notification so your team can act immediately.
🤝
Account executives
You answer to clients who expect immediate updates on their deal status, but manual messaging leaves gaps in your client communication history — connecting these apps means every opportunity update dispatches automated text updates so your clients stay informed.
📊
High-volume sales teams
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed text follow-ups and lost revenue opportunities — automating both apps means every CRM lead receives an instant SMS greeting without manual intervention.
🎯
Business development reps
You own the initial outreach step and depend on someone upstream to log leads before you can start calling or texting them — this integration means every new contact record instantly triggers your Plivo communication flow the moment it is created.
🔍
Customer success managers
You need a reliable communication history for every account, but you keep finding gaps where text interactions were never recorded in your CRM — automating both apps means every message is tied directly to your Microsoft Dynamics 365 CRM records.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Plivo

Build and manage your Microsoft Dynamics 365 CRM + Plivo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Plivo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Plivo?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Plivo in 1-click using ready templates or by asking Integrately AI to build your custom workflow. You can also connect Microsoft Outlook, Slack, and Zendesk alongside your core pair.
Can I automatically send an SMS via Plivo when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Plivo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Plivo?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead creation triggers in automations?
Frequently Asked Questions
How does Plivo send SMS messages from CRM triggers?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Plivo?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Plivo integration free?
Frequently Asked Questions
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