Microsoft Dynamics 365 CRM + Uteach

Microsoft Dynamics 365 CRM + Uteach integrations

Add new leads from Microsoft Dynamics 365 CRM to Uteach courses as students

Effortlessly manage your leads and streamline course enrollment with this Microsoft Dynamics 365 CRM to Uteach automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will enroll the lead as a student in a course on the Uteach platform. Simplify your lead management and grow your course offerings with this seamless integration.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Add Student to CourseAdds a student to the course
ActionWrite

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

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

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
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
Try It
Course Completed
Triggers when the student completed a course.
Trigger
Instant
Try It
Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
Try It
New Bundle Enrollment
Triggers when a new bundle is enrolled.
Trigger
Instant
Try It
New Course Enrollment
Triggers when a new course is enrolled.
Trigger
Instant
Try It
New Membership Enrollment
Triggers when a new membership is enrolled.
Trigger
Instant
Try It
New Student
Triggers when a new student is registered.
Trigger
Instant
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Quiz Submitted
Triggers when a new quiz is submitted.
Trigger
Instant
Try It
- Student Email
  Required
- Coach Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Live Lesson Slug
  Required
Action
Write
- Student Email
  Required
- Product Id
  Required
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership Id
  Required
Action
Search
- User Id
- User Email
Action
Search

- 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
Bundle Access Removed
Triggers when access to a bundle is removed.
Trigger
Instant
Try It
Course Access Removed
Triggers when access to a course is removed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
Try It
Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
Try It
New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
Try It
New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
Try It
New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
Try It
Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
Try It
- Student Email
  Required
- Bundle Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Course Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Membership Id
  Required
- Type
Action
Write
- Student Name
  Required
- Student Email
  Required
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product Id
  Required
Action
Search

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 Uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

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