LearnWorlds + Microsoft Dynamics 365 CRM
Create and enroll LearnWorlds users from new Microsoft Dynamics 365 CRM contacts
Streamline your new contact onboarding process by connecting Microsoft Dynamics 365 CRM and LearnWorlds. With this workflow, whenever you add a new contact in your CRM, LearnWorlds will create and enroll them in a course. Save time, reduce manual data entry, and ensure your new contacts are instantly enrolled in the right courses for a seamless learning experience.
Streamline your new contact onboarding process by connecting Microsoft Dynamics 365 CRM and LearnWorlds. With this workflow, whenever you add a new contact in your CRM, LearnWorlds will create and enroll them in a course. Save time, reduce manual data entry, and ensure your new contacts are instantly enrolled in the right courses for a seamless learning experience.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create and Enroll User (Legacy)Adds a new user and also gives access to a paid course or bundle.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Completed
Triggers when a user completes a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead (Legacy)
Triggers when a new email lead is captured.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CourseRequired
Learning ActivityRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is registered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full NameRequired
EmailRequired
ProductRequired
Price
Transaction Id
Avatar link
Phone Number
Address
Country
Birthday
Company
Company Size
Website
University
Graduation Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Certificate
Triggers when a user is awarded a certificate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new email lead is captured.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SourceRequired
SurveyRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User (Legacy)
Triggers when a new user is registered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user profile is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
ProductRequired
Price
Transaction Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
EmailRequired
Phone Number
Address
Country
Birthday
Company
Company Size
Website
University
Graduation Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
Password
ProductRequired
Price
Send Welcome Email
Transaction Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ProductRequired
Mark Payment as Refunded
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About LearnWorlds
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM contacts
- Update contacts in Microsoft Dynamics 365 CRM and create and enroll users in LearnWorlds
- Add tags to LearnWorlds users when new leads are created in Microsoft Dynamics 365 CRM
- Add tags to LearnWorlds users when new contacts are created in Microsoft Dynamics 365 CRM
- Update LearnWorlds users when Microsoft Dynamics 365 CRM contacts are modified
- Enroll LearnWorlds users in products when new Microsoft Dynamics 365 CRM contacts are created
- Enroll LearnWorlds users in a product when new Microsoft Dynamics 365 CRM leads are added
- Update contacts in Microsoft Dynamics 365 CRM and enroll users in LearnWorlds product (legacy)
- Create and enroll LearnWorlds users for new leads in Microsoft Dynamics 365 CRM
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM leads
- Update LearnWorlds users when Microsoft Dynamics 365 CRM contacts are modified
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM leads
Related Zap Templates
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM contacts
- Add tags to LearnWorlds users when new contacts are created in Microsoft Dynamics 365 CRM
- Enroll LearnWorlds users in a product when new Microsoft Dynamics 365 CRM leads are added
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM leads
- Update contacts in Microsoft Dynamics 365 CRM and create and enroll users in LearnWorlds
- Update LearnWorlds users when Microsoft Dynamics 365 CRM contacts are modified
- Update contacts in Microsoft Dynamics 365 CRM and enroll users in LearnWorlds product (legacy)
- Update LearnWorlds users when Microsoft Dynamics 365 CRM contacts are modified
- Add tags to LearnWorlds users when new leads are created in Microsoft Dynamics 365 CRM
- Enroll LearnWorlds users in products when new Microsoft Dynamics 365 CRM contacts are created
- Create and enroll LearnWorlds users for new leads in Microsoft Dynamics 365 CRM
- Create LearnWorlds users from new Microsoft Dynamics 365 CRM leads