membermate + Microsoft Dynamics 365 CRM
Remove product access for new Microsoft Dynamics 365 CRM leads in membermate
Manage your leads and enhance security seamlessly with this Microsoft Dynamics 365 CRM and Membermate workflow. When a new lead is added in Dynamics 365 CRM, this automation transfers their information to Membermate, ensuring that only authorized users have access to your products. This process simplifies lead management in a single, efficient step.
Manage your leads and enhance security seamlessly with this Microsoft Dynamics 365 CRM and Membermate workflow. When a new lead is added in Dynamics 365 CRM, this automation transfers their information to Membermate, ensuring that only authorized users have access to your products. This process simplifies lead management in a single, efficient step.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Remove Access to One or More Products for an Existing User
Remove the access to one or more products for a user (by email).
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