Connect Memberspot and Microsoft Dynamics CRM
Integrate Memberspot with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New User Is Created in Memberspot
Create Contact in Microsoft-dynamics-crm when New User Is Created in Memberspot
Create Opportunity in Microsoft-dynamics-crm when New User Is Created in Memberspot
Create Lead in Microsoft-dynamics-crm when New User Is Created in Memberspot
Create Case/Incident in Microsoft-dynamics-crm when New User Is Created in Memberspot
Popular Memberspot + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Memberspot
When this happens...
New User Is Created
New Offer Is Created
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New User Is Created in Memberspot
Use this flowCreate Contact in Microsoft-dynamics-crm when New User Is Created in Memberspot
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New User Is Created in Memberspot
Use this flowCreate Lead in Microsoft-dynamics-crm when New User Is Created in Memberspot
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New User Is Created in Memberspot
Use this flowCreate Order in Microsoft-dynamics-crm when New User Is Created in Memberspot
Use this flowCreate Account in Microsoft Dynamics CRM when New Offer Is Created in Memberspot
Use this flowCreate Contact in Microsoft-dynamics-crm when New Offer Is Created in Memberspot
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Offer Is Created in Memberspot
Use this flowCreate Lead in Microsoft-dynamics-crm when New Offer Is Created in Memberspot
Use this flowSupported Triggers & Actions
Everything you can automate between Memberspot and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
New Offer Is Created
Runs when new offer is created
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Memberspot integrations.
List Users
List users matching criteria
Get All Offers
Retrieve all offers
Grant Access
Grants access to a course (when the member is not existing, the member will be created)
Set Offer State
Toggle a user's offer state
Set Order State
Sets the state of an offer with a orderId for a user.
Find Member by Email
Locate member by email
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Memberspot and Microsoft Dynamics CRM workflows.
Learn how to automate Memberspot and Microsoft Dynamics CRM workflows.
Learn how to automate Memberspot and Microsoft Dynamics CRM workflows.
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About Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
Learn more
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Memberspot and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Memberspot and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Memberspot triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Memberspot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Memberspot and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Memberspot and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
