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membermate + Microsoft Dynamics 365 CRM

membermate + Microsoft Dynamics 365 CRM

membermate + Microsoft Dynamics 365 CRM integrations

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

Effortlessly manage your new leads with this Microsoft Dynamics 365 CRM and MemberMate integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a new user in MemberMate and optionally grant them access to a specific product. Streamline your onboarding process and ensure a smooth experience for your leads with this seamless automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead 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.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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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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