Cognito Forms + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new entries in Cognito Forms

Effortlessly manage your leads by connecting Cognito Forms to Microsoft Dynamics 365 CRM. With this workflow, every time you receive a new entry in Cognito Forms, it will create a lead in Dynamics 365 CRM. Benefit from seamless data transfer and efficiently manage your potential customers, saving time and increasing productivity.

Effortlessly manage your leads by connecting Cognito Forms to Microsoft Dynamics 365 CRM. With this workflow, every time you receive a new entry in Cognito Forms, it will create a lead in Dynamics 365 CRM. Benefit from seamless data transfer and efficiently manage your potential customers, saving time and increasing productivity.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

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.
Learn moreHelp

Related categories

  • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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