GymMaster + Microsoft Dynamics 365 CRM

Create GymMaster prospect members from new Microsoft Dynamics 365 CRM leads

Effortlessly manage new leads from Microsoft Dynamics 365 CRM by adding them as prospect members in GymMaster with this automation. When a new lead is created in Microsoft Dynamics 365 CRM, the workflow will instantly add the details to GymMaster as prospect members, streamlining your process and ensuring seamless contact management between both platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Prospect Member
Triggers on a new prospect.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Canceled Class Booking
Triggers on Canceled class booking.
Trigger
Polling
Try It
Canceled Service Booking
Triggers on Canceled service booking.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
Trigger
Polling
Try It
New Measurement
Triggers when a new measurement is made.
Trigger
Polling
Try It
New Class Member Enrollment
Triggers when a member is booked into a class.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
- Hidden Membership Types Only
- Trigger EventRequired
Trigger
Polling
Try It
New Staff
Triggers on New Staff member.
Trigger
Polling
Try It
New Visitor Entry
Triggers on a new visitor_entry.
Trigger
Polling
Try It
- Member IDRequired
- Date of Measurment
- Notes
- Name of measurement 1
- Measurement Value 1
- Name of measurement 2
- Measurement Value 2
- Name of measurement 3
- Measurement Value 3
- Name of measurement 4
- Measurement Value 4
- Name of measurement 5
- Measurement Value 5
- Name of measurement 6
- Measurement Value 6
- Name of measurement 7
- Measurement Value 7
- Name of measurement 8
- Measurement Value 8
- Name of measurement 9
- Measurement Value 9
- Name of measurement 10
- Measurement Value 10
- Name of measurement 11
- Measurement Value 11
- Name of measurement 12
- Measurement Value 12
- Name of measurement 13
- Measurement Value 13
- Name of measurement 14
- Measurement Value 14
- Name of measurement 15
- Measurement Value 15
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Approaching Service Booking
Triggers on the day of a service booking.
Trigger
Polling
Try It
- Membership Type
- Membership Type Category
Trigger
Polling
Try It
- Task Type
Trigger
Polling
Try It
Expired Membership Add-On
Triggers when a membership add-on expires, will not trigger when cancelled.
Trigger
Polling
Try It
New Class Booking
Triggers on a new class booking.
Trigger
Polling
Try It
New Member
Triggers on New Member.
Trigger
Polling
Try It
New Service Booking
Triggers on a new service booking.
Trigger
Polling
Try It
New Prospect
Triggers on a new prospect.
Trigger
Polling
Try It
- Start Date and TimeRequired
- End Date and TimeRequired
- First NameRequired
- SurnameRequired
- Company IDRequired
- Service IDRequired
- Resource IDRequired
- Staff ID
- Email
- Cellphone Number
- Notes
- Booking Price
Action
Write
- First NameRequired
- SurnameRequired
- EmailRequired
- Company IDRequired
- Cellphone Number
- Gender
- Address
- Suburb
- City
- Postal Code
- Country
- Date of Birth
- Notes
- Fitness Goal
- Sales Rep Name
- Custom Dropdown 1
- Emergency Contact Firstname
- Emergency Contact Surname
- Member Photo
- Promotion ID
Action
Write

About GymMaster

GymMaster is an advanced membership management system helping simplify business for thousands of fitness clubs around the world.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more

GymMaster + Microsoft Dynamics 365 CRM

Create GymMaster prospect members from new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Canceled Class Booking

Canceled Service Booking

Expired Membership

New Measurement

New Class Member Enrollment

New Membership

New Staff

New Visitor Entry

Create Measurement for a Member

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Approaching Service Booking

Canceled Membership

Executed Task

Expired Membership Add-On

New Class Booking

New Member

New Service Booking

New Prospect

Create Personal Booking for a Member

Create Prospect Member

About GymMaster

Related categories

Similar apps

Zapier Forms

About Microsoft Dynamics 365 CRM

Related categories