Microsoft Dynamics 365 CRM + Xplor Studio

Microsoft Dynamics 365 CRM + Xplor Studio integrations

Create new Xplor Studio members from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and Xplor Studio. As soon as a new lead is detected in your CRM, their information is instantly transferred to Xplor Studio to create a member. This efficient automation ensures you never miss out on nurturing potential customers, saving you time and enhancing your lead management process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create MemberCreates a Member in Xplor Studio
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Xplor Studio

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

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
Appointment Updated
Triggers when a appointment booking is updated.
Trigger
Instant
Try It
Class Updated
Triggers when a class booking is updated.
Trigger
Instant
Try It
Member Membership Cancelled
Triggers when a member membership is manually cancelled by a user.
Trigger
Instant
Try It
Member Created
Triggers when a new member is created.
Trigger
Instant
Try It
Member Package Assigned
Triggers when a member package is assigned/purchased.
Trigger
Instant
Try It
Member Product Assigned
Triggers when a member product is assigned/purchased.
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
Appointment Created
Triggers when a appointment booking is created.
Trigger
Instant
Try It
Class Created
Triggers when a class booking is created.
Trigger
Instant
Try It
Member Membership Assigned
Triggers when a member membership is assigned/purchased.
Trigger
Instant
Try It
Member Membership Ended
Triggers when a member membership ends due to the expiration date.
Trigger
Instant
Try It
Member Updated
Triggers when a member is updated.
Trigger
Instant
Try It
Member Package Finished
Triggers when a package finishes due to all the credits being used up.
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 Xplor Studio

Xplor Studio is a studio management platform with all the tools to make life easier, discover new revenue streams, and build unique fitness experiences from anywhere.

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