Microsoft Dynamics 365 CRM + PassKit Membership

Enroll new Microsoft Dynamics 365 CRM leads as members in PassKit Membership

Effortlessly manage new leads and memberships with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will trigger the enrolment of the member in the PassKit Membership app. This integration saves you time and ensures a smooth onboarding process for your members while keeping your CRM and membership platform in sync.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Enrol Member
Triggers when a new member enrols into a membership program.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program IdRequired
- External Id
- Tier IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- Program IdRequired
- External IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Last Name
- First Name
- Full Name
- Suffix
- Salutation
- Gender
- Date of Birth
- Email Address
- Mobile Number
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Reset Points
- Secondary Points
- Reset Secondary Points
- Tier Points
- Reset Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Expiry Date
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
Action
Write
- ProgramRequired
- TierRequired
Action
Write
- PassKit Generated Member Id (22 characters)Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- ProtocolRequired
- Alternative Email
Action
Write
- ProgramRequired
- TierRequired
- Id
Action
Write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

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Zapier Interfaces

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About PassKit Membership

PassKit Membership lets you manage your membership programs and passes for Apple Wallet and Google Pay

Learn more Help

Related categories

Marketing Automation

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Zapier Interfaces

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

PRODUCTS

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Microsoft Dynamics 365 CRM + PassKit Membership

Enroll new Microsoft Dynamics 365 CRM leads as members in PassKit Membership

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

Pass Installed to Wallet

Program IdRequired

New Update to Pass

Program IdRequired

Change Tier

PassKit Generated Member Id (22 characters)

Program IdRequired

External Id

Tier IdRequired

Check-Out Member

PassKit Generated Member Id (22 characters)

Program Id

External Member Id

Address

Latitude

Longitude

Altitude

External Event Id

External Device Id

External Service Id

Notes

Mata Data Key

Mata Data Value

Earn Points

PassKit Generated Member Id (22 characters)

Program Id

External Id

Points

Secondary Points

Tier Points

Get Member by External Id

Program IdRequired

External IdRequired

Patch Person

PassKit Generated Member Id (22 characters)

Program Id

External Id

Last Name

First Name

Full Name