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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Assign ToAssigns a client to a trainer.
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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.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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
- Assign new leads in Microsoft Dynamics 365 CRM to Trainerize tasks effortlessly
- Add tags to Trainerize clients when new contacts are created in Microsoft Dynamics 365 CRM






