membermate + Microsoft Dynamics 365 CRM
Create new membermate users and grant access to products from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your new leads with this Microsoft Dynamics 365 CRM and MemberMate integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a new user in MemberMate and optionally grant them access to a specific product. Streamline your onboarding process and ensure a smooth experience for your leads with this seamless automation.
Effortlessly manage your new leads with this Microsoft Dynamics 365 CRM and MemberMate integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a new user in MemberMate and optionally grant them access to a specific product. Streamline your onboarding process and ensure a smooth experience for your leads with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create New User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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