Connect Gravity Forms and Microsoft Dynamics 365 CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Gravity Forms to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Gravity Forms with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Gravity Forms and Microsoft Dynamics 365 CRM, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Gravity Forms + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Microsoft Dynamics 365 CRM
Can Gravity Forms be integrated with Microsoft Dynamics 365 CRM using our platform?
Yes, Gravity Forms can be integrated with Microsoft Dynamics 365 CRM using our platform. You can create workflows that trigger actions in Microsoft Dynamics 365 when a form is submitted.
What kind of triggers can be set up for the integration?
Triggers can include submitting a new Gravity Form entry or updating an existing one. When these events occur, actions can be initiated within Microsoft Dynamics 365 CRM.
What actions are supported in Microsoft Dynamics 365 when triggered by Gravity Forms?
Supported actions include creating a new contact, updating an existing record, and adding notes to opportunities or cases in Microsoft Dynamics 365 CRM.
Do I need any special technical skills to set up the integration?
No special technical skills are required to set up the integration. Our platform provides an intuitive interface that guides you through setting up triggers and actions.
Is it possible to update existing records in Microsoft Dynamics 365 from Gravity Forms submissions?
Yes, you can configure the integration to update existing records based on new form submissions, such as updating customer information or modifying case details.
Can conditional logic be used with this integration?
Yes, you can employ conditional logic to determine which actions should occur based on specific form responses. This helps tailor workflows according to unique business processes.
Is real-time data synchronization supported between Gravity Forms and Microsoft Dynamics 365 CRM?
Real-time data synchronization is supported. Once a form entry is submitted in Gravity Forms, the corresponding action in Microsoft Dynamics 365 CRM occurs almost immediately.
Practical ways you can use Gravity Forms and Microsoft Dynamics 365 CRM
Customer feedback collection automation
Implement a process to automatically collect, organize, and analyze customer feedback through surveys sent post-purchase or interaction with your business.
Business Owner
Automated incident ticketing system
Set up an automated process to create, assign, and track IT tickets based on incoming user requests or system alerts for streamlined incident management.
ITSocial media campaign automation
Create workflows to schedule and post social media content across multiple platforms automatically based on a calendar or user engagement metrics.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite
- FormRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
