Microsoft Dynamics 365 CRM + Zenler

Create Zenler users from new Microsoft Dynamics 365 CRM leads

Effortlessly transform leads from Microsoft Dynamics 365 CRM into users in the Zenler platform with this seamless workflow. Whenever you receive a new lead in Dynamics 365 CRM, this automation will create a user in Zenler, ensuring your team can easily track and nurture leads throughout their lifecycle. Save time and keep your databases in sync with this powerful integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create User
Creates a new user in your Zenler site.
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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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 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
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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
Lesson Complete
Triggers when a student completes a lesson in a course.
Trigger
Instant
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New Live Interactive Webinar Registration
Triggers when a user registers zenler live interactive webinars.
Trigger
Instant
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New User
Triggers when a new user signs up on the site.
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Role
- Tag
Action
Write
- Live ClassRequired
- Schedule
- NameRequired
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- CourseRequired
- NameRequired
- EmailRequired
- Tag
Action
Write

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
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
Course Complete
Triggers when a student completes a course.
Trigger
Instant
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New Live Class Registration
Triggers when a student registers zenler live class.
Trigger
Instant
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New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
Trigger
Instant
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New Funnel Subscription
Triggers when a user subscribes to a funnel
Trigger
Instant
Try It
- CourseRequired
- Plan
- First NameRequired
- Last Name
- EmailRequired
- Tag
Action
Write
- Live WebinarRequired
- Schedule
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- FunnelRequired
- First NameRequired
- Last Name
- EmailRequired
- Address
- City
- State
- Zip Code
- Phone
- Tag
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

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About Zenler

Zenler is a super easy platform that lets you start your own branded website. It allows you to make money teaching your own courses online.

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PRODUCTS

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Microsoft Dynamics 365 CRM + Zenler

Create Zenler users from new Microsoft Dynamics 365 CRM leads

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)

Lesson Complete

New Live Interactive Webinar Registration

New User

Create User

First NameRequired

Last Name

EmailRequired

Role

Tag

Register Live Class

Live ClassRequired

Schedule

NameRequired

EmailRequired

Tag

Register Live Interactive Webinar

Live WebinarRequired

Schedule

First NameRequired

Last Name

EmailRequired

Address

City

State

Zip Code

Phone

Tag

Unenroll User

CourseRequired

NameRequired

EmailRequired

Tag

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info