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Kajabi + Microsoft Dynamics 365 CRM

Create Kajabi form submissions from new Microsoft Dynamics 365 CRM leads

Save time and simplify your workflow by automating the process of capturing new leads in Microsoft Dynamics 365 CRM and creating form submissions in Kajabi. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a form submission will be created in Kajabi, allowing you to focus on nurturing your leads and growing your business.

Save time and simplify your workflow by automating the process of capturing new leads in Microsoft Dynamics 365 CRM and creating form submissions in Kajabi. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a form submission will be created in Kajabi, allowing you to focus on nurturing your leads and growing your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    KajabiKajabi
    Create Form Submission

    Submits a Form on behalf of a contact. This will opt in the contact for email marketing.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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Related categories

  • eCommerce

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