ABC Trainerize + Microsoft Dynamics 365 CRM integrations
Assign new leads in Microsoft Dynamics 365 CRM to Trainerize tasks effortlessly
Effortlessly manage and assign new leads from Microsoft Dynamics 365 CRM to trainers in Trainerize with this seamless workflow. When a new lead is created in Dynamics 365, it instantly assigns the lead to a trainer in Trainerize, streamlining the process and saving valuable time. Focus on nurturing leads and building strong relationships while this workflow takes care of the assignment logistics.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Assign ToAssigns a client to a trainer.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and ABC Trainerize
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ABC Trainerize
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related Zap Templates
- Reactivate clients in Trainerize when new contacts are added to Microsoft Dynamics 365 CRM
- Create and update Trainerize clients from new Microsoft Dynamics 365 CRM leads
- Update Trainerize clients when contacts are updated in Microsoft Dynamics 365 CRM
- Add tags to Trainerize clients when new contacts are created in Microsoft Dynamics 365 CRM
- Create Trainerize clients from new Microsoft Dynamics 365 CRM contacts






