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membermate + Microsoft Dynamics 365 CRM

membermate + Microsoft Dynamics 365 CRM

membermate + Microsoft Dynamics 365 CRM integrations

Create new users in membermate and grant access to products from new contacts in Microsoft Dynamics 365 CRM

Easily manage new contacts from Microsoft Dynamics 365 CRM by creating a user in MemberMate with this seamless workflow. When a new contact is added in your CRM, this automation will create a new user in MemberMate and optionally grant them access to specified products. Save time and ensure consistent customer experience with this efficient connection between your CRM and membership management tool.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create New User (And Optionally Grant Access to a Product)
    Create New User (And Optionally Grant Access to a Product)
    Create New User (And Optionally Grant Access to a Product)Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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More things you can do with Microsoft Dynamics 365 CRM and membermate

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

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    • Custom Entity
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    Trigger
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    • Info
    Trigger
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About membermate
membermate is a platform to easily set up your own member area, including courses, memberships, community, live calls and more.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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