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Microsoft Dynamics 365 CRM + PTminder

Microsoft Dynamics 365 CRM + PTminder

Microsoft Dynamics 365 CRM + PTminder integrations

Create PTminder clients from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and clients with this seamless workflow between Microsoft Dynamics 365 CRM and PTminder. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a new client in PTminder, ensuring a smooth transition and efficient client management. Focus on growing your business while this time-saving integration takes care of the details for you.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ClientCreates a Client in PTminder
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and PTminder

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

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
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Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
Try It
Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
Try It
Session Updated
Triggers when a session booking is updated.
Trigger
Instant
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Class Created
Triggers when a class booking is created.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
Try It
Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
Try It
Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
Try It
Session Created
Triggers when a session booking is created.
Trigger
Instant
Try It
- First name
  Required
- Last name
  Required
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
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.

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About PTminder

PTminder is a business management platform designed for Personal Trainers

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Related categories

Scheduling & Booking