Create and assign tasks in Trainerize for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM and streamline your onboarding process with this handy workflow. As soon as a new contact is added in your CRM, the contact will be instantly assigned to a trainer in Trainerize, saving you time and ensuring a smooth onboarding experience for your clients. Stay organized and keep your focus on delivering top-notch training services with this seamless automation.
Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM and streamline your onboarding process with this handy workflow. As soon as a new contact is added in your CRM, the contact will be instantly assigned to a trainer in Trainerize, saving you time and ensuring a smooth onboarding experience for your clients. Stay organized and keep your focus on delivering top-notch training services with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Assign To
Assigns a client to a trainer.
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