Create Trainerize clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your client base by connecting Microsoft Dynamics 365 CRM and Trainerize with this seamless workflow. Whenever you add a new contact in your CRM, this automation will create or update a client in Trainerize, ensuring their information is always accurate and up-to-date. Spend less time on manual tasks and focus more on delivering tailored fitness programs to your growing clientele.
Effortlessly manage your client base by connecting Microsoft Dynamics 365 CRM and Trainerize with this seamless workflow. Whenever you add a new contact in your CRM, this automation will create or update a client in Trainerize, ensuring their information is always accurate and up-to-date. Spend less time on manual tasks and focus more on delivering tailored fitness programs to your growing clientele.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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