membermate + Microsoft Dynamics 365 CRM
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.
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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!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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