Microsoft Dynamics 365 CRM + Virtually

Create or update Virtually members from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and members with this automation between Microsoft Dynamics 365 CRM and Virtually. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a member in your Virtually platform. Save time and improve efficiency by keeping your member database up-to-date seamlessly.

Effortlessly manage your leads and members with this automation between Microsoft Dynamics 365 CRM and Virtually. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, this workflow will create or update a member in your Virtually platform. Save time and improve efficiency by keeping your member database up-to-date seamlessly.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    VirtuallyVirtually
    Create or Update Member

    Creates a new member, or if a member with the given email address already exists, updates the member's name.

    ActionWrite
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Supported triggers and actions

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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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  • CRM (Customer Relationship Management)
  • Microsoft

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About Virtually

Virtually is the easiest way to automate the backend for your live training program on Zoom. Schedule live sessions, send reminders, and track attendance from one place.

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  • Education