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Kajabi + Microsoft Dynamics 365 CRM

Revoke access to Kajabi offers when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and offers with this seamless workflow between Microsoft Dynamics 365 CRM and Kajabi. When a new lead is created in Microsoft Dynamics 365 CRM, the automation will promptly revoke access to an offer in Kajabi, ensuring your CRM data stays up-to-date, and offer access is administered accurately. Save time and maintain control over your leads and offers with this efficient and user-friendly solution.

Effortlessly manage your leads and offers with this seamless workflow between Microsoft Dynamics 365 CRM and Kajabi. When a new lead is created in Microsoft Dynamics 365 CRM, the automation will promptly revoke access to an offer in Kajabi, ensuring your CRM data stays up-to-date, and offer access is administered accurately. Save time and maintain control over your leads and offers with this efficient and user-friendly solution.

  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
    Revoke Access to an Offer

    Revokes access to an offer from the specified member.

    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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  • eCommerce

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