Jotform + Microsoft Dynamics 365 CRM

Create Jotform submissions for new Microsoft Dynamics 365 CRM contacts

Streamline your contact management process in Microsoft Dynamics 365 CRM with this efficient workflow. When a new contact is added in the CRM, it seamlessly creates a submission in Jotform, consolidating all essential information in one place. Eliminate manual data entry and enjoy an organized system that keeps your contact details up-to-date.

Streamline your contact management process in Microsoft Dynamics 365 CRM with this efficient workflow. When a new contact is added in the CRM, it seamlessly creates a submission in Jotform, consolidating all essential information in one place. Eliminate manual data entry and enjoy an organized system that keeps your contact details up-to-date.

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    JotformJotform
    Create Submission

    Generate a new submission for your form

    ActionWrite
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Supported triggers and actions

jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

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  • Forms & Surveys

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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