Formsite + Microsoft Dynamics 365 CRM

Create custom entities in Microsoft Dynamics 365 CRM for new form results in Formsite

When you get a new form result in Formsite, this workflow immediately reflects that information in your Microsoft Dynamics 365 CRM. No need for manual data entry as your form results are seamlessly updated, enhancing your efficiency and organisation. Make your operations smoother and smarter with this automation, always keeping your CRM up-to-date.

When you get a new form result in Formsite, this workflow immediately reflects that information in your Microsoft Dynamics 365 CRM. No need for manual data entry as your form results are seamlessly updated, enhancing your efficiency and organisation. Make your operations smoother and smarter with this automation, always keeping your CRM up-to-date.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

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

    Creates a new custom entity.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn more

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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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