Skip to content
ABC Trainerize logoABC Trainerize logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
ABC Trainerize logoABC Trainerize logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

ABC Trainerize + Microsoft Dynamics 365 CRM

ABC Trainerize + Microsoft Dynamics 365 CRM

ABC Trainerize + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Assign To
    Assign To
    Assign ToAssigns a client to a trainer.
Start free with email
Start free with email
Google Logo Start free with Google
  • 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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
abc-trainerize logo
About ABC Trainerize
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-crm logo
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates