Skip to content
Club OS logoClub OS logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
Club OS logoClub OS logo
Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Club OS + Microsoft Dynamics 365 CRM

Club OS + Microsoft Dynamics 365 CRM

Club OS + Microsoft Dynamics 365 CRM integrations

Create Club OS prospects from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your new leads by connecting Microsoft Dynamics 365 CRM to Club OS. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, it will create a prospect in Club OS, ensuring seamless lead tracking and timely follow-ups. Save time, stay organized, and never miss an opportunity to engage potential clients.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Prospect
    Create Prospect
    Create ProspectCreates a new Prospect
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 Club OS

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Club OS

  • 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
club-os logo
About Club OS
The gym and studio management software you need to sell more memberships and keep more members.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

 

    Â