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Mentortools + Microsoft Dynamics 365 CRM

Mentortools + Microsoft Dynamics 365 CRM

Mentortools + Microsoft Dynamics 365 CRM integrations

Create Mentortools course purchases for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM and streamline the course purchase process in Mentortools with this smart automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow automatically creates a course purchase in Mentortools, saving you time and ensuring a seamless experience for your clients. Stay organized and efficient without the need for manual data entry, and focus on nurturing your leads and providing excellent customer service.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Course Purchase
    Course Purchase
    Course PurchaseGrant course access to a client on Mentortools
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More things you can do with Microsoft Dynamics 365 CRM and Mentortools

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

  • 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
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Mentortools
Mentortools is an e-learning and online education platform that enables everyone to create online membership areas with multiple payment options.
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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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