Formstack + Microsoft Dynamics 365 CRM Integrations
How to connect Formstack + Microsoft Dynamics 365 CRM
Zapier lets you send info between Formstack and Microsoft Dynamics 365 CRM automatically—no code required.
Triggers when a contact has been updated.
Creates a new account.
Popular Formstack + Microsoft Dynamics 365 CRM workflows
Add new Formstack submissions as leads to Microsoft Dynamics CRM
Add new Formstack submissions as leads to Microsoft Dynamics CRMpremiumAdd new Formstack submissions to Microsoft Dynamics as leads
Add new Formstack submissions to Microsoft Dynamics as leadspremium
New FormTriggers when a new form is added.Trigger- New SubmissionTriggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.Trigger
- Create SubmissionCreates a submission for a form in FormStack.Action
New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead UpdatedTriggers when a lead has been updated.Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
How Formstack + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Formstack + Microsoft Dynamics 365 CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Microsoft Dynamics 365 CRM
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