Microsoft Dynamics 365 CRM + Paid Memberships Pro

Update membership levels in Paid Memberships Pro for new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your members in Paid Memberships Pro by utilizing this workflow that connects Microsoft Dynamics 365 CRM and Paid Memberships Pro. Whenever a new contact is added in Microsoft Dynamics 365 CRM, their membership level will automatically be updated in Paid Memberships Pro, ensuring that your member records stay up-to-date and freeing up your time for more pressing tasks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Change a User's Membership Level
Use this action to change or cancel a user's membership level.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Level Status
Trigger
Scheduled
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- NameRequired
- Description
- Confirmation
- Initial Payment
- Billing Amount
- Cycle Number
- Cycle Period
- Billing Limit
- Trial Amount
- Trial Limit
- Allow New Signups
- Expiration Number
- Expiration Period
Action
Write
- User Email
- Membership Level IDRequired
- User ID (Optional)
- Create User
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
Trigger
Scheduled
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- User Email
- Membership Level IDRequired
- User ID (Optional)
Action
Write

About Microsoft Dynamics 365 CRM

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Paid Memberships Pro

PMPro plugin helps you start, manage, & grow a membership site on WordPress. Protect content, register users, & accept recurring payments.

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Related categories

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Microsoft Dynamics 365 CRM + Paid Memberships Pro

Update membership levels in Paid Memberships Pro for new contacts in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Membership Level Changed

Level Status

Create a Membership Level Object

NameRequired

Description

Confirmation

Initial Payment

Billing Amount

Cycle Number

Cycle Period

Billing Limit

Trial Amount

Trial Limit

Allow New Signups

Expiration Number

Expiration Period

Change a User's Membership Level

User Email

Membership Level IDRequired

User ID (Optional)

Create User

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote