Memberspot + Microsoft Dynamics 365 CRM
Grant access in Memberspot for new leads in Microsoft Dynamics 365 CRM
Effortlessly connect your Microsoft Dynamics 365 CRM and Memberspot apps with this efficient workflow. As soon as a new lead is added to your CRM, this automation grants them access to a designated Memberspot area, ensuring a seamless onboarding process and saving you valuable time. Enhance lead management and streamline membership processes by integrating your two favorite tools today.
Effortlessly connect your Microsoft Dynamics 365 CRM and Memberspot apps with this efficient workflow. As soon as a new lead is added to your CRM, this automation grants them access to a designated Memberspot area, ensuring a seamless onboarding process and saving you valuable time. Enhance lead management and streamline membership processes by integrating your two favorite tools today.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Grant Access
Grants access to a course (when the member is not existing, the member will be created)
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