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Cognito Forms + Microsoft Dynamics 365 CRM

Update Cognito Forms entries when Microsoft Dynamics 365 CRM contacts are modified

Keep your Cognito Forms entries up-to-date with this automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new entry in Cognito Forms. Save time and ensure accurate information across both platforms with this seamless integration.

Keep your Cognito Forms entries up-to-date with this automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new entry in Cognito Forms. Save time and ensure accurate information across both platforms with this seamless integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    Cognito FormsCognito Forms
    Create Entry

    Creates a new entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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Related categories

  • Forms & Surveys

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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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