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Cognito Forms + Microsoft Dynamics 365 CRM

Cognito Forms + Microsoft Dynamics 365 CRM

Cognito Forms + Microsoft Dynamics 365 CRM integrations

Create Cognito Forms entries for new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your contact management process with this workflow that connects Microsoft Dynamics 365 CRM and Cognito Forms. When you add a new contact in Microsoft Dynamics 365 CRM, an entry will be created automatically in Cognito Forms. This automation saves time and enhances organization, ensuring all your contacts are consistently updated across both platforms.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Entry
    Create Entry
    Create EntryCreates a new entry.
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More things you can do with Microsoft Dynamics 365 CRM and Cognito Forms

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Cognito Forms

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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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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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