Mentortools + Microsoft Dynamics 365 CRM
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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Course Purchase
Grant course access to a client on Mentortools
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