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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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