When this happens...
FormstackNew Submission
Then do this...
Microsoft Dynamics CRMCreate Lead

Keeping your database up-to-date can be difficult when you use many different tools to capture information. If you are manually uploading lists to stay current, let Zapier automate that workflow for you. Once you configure this integration, new Formstack submissions will be added as new leads in Microsoft Dynamics CRM.

Note: This integration does not update existing leads, but only creates new leads.

How this Formstack-Microsoft Dynamics CRM integration works

  1. New submission in Formstack
  2. Zapier creates a new lead in Microsoft Dynamics CRM

Apps involved

  • Formstack
  • Microsoft Dynamics CRM
Microsoft Dynamics CRM is a Premium integration on Zapier.

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When this happens...
then do this!
New Submission

Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

Create Submission

Creates a submission for a form in FormStack.

Microsoft Dynamics CRM
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Microsoft Dynamics CRM
New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Update Lead

Updates any fields with data on the specified lead.

New Form

Triggers when a new form is added.

Microsoft Dynamics CRM
Create Account

Creates a new account.

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Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Dynamics CRM is a leading customer resource management and enterprise resource planning software.