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Zapier makes it easy to integrate Gravity Forms with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Gravity Forms
Gravity Forms
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Gravity Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Gravity Forms and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Gravity Forms and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Gravity Forms and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Gravity Forms and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Entry
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Gravity Forms and Microsoft Dynamics 365 CRM
Track new customer accounts from CRM in Gravity Forms
When a new customer account is added to Microsoft Dynamics 365 CRM, Zapier creates a corresponding entry in Gravity Forms for enhanced record-keeping or supplementary workflows.
When critical tickets or requests are flagged via Gravity Forms submission, Zapier creates a corresponding case in Microsoft Dynamics 365 CRM. This ensures IT incidents are tracked centrally and resolved promptly, saving time and increasing resolution efficiency.
Send new Gravity Forms submissions to Dynamics CRM as leads
Streamline lead input by automatically transferring new Gravity Forms submissions to Microsoft Dynamics 365 CRM as leads. This eliminates manual data entry, ensures no lead is missed, and enables your marketing team to act on opportunities faster.
Learn how to automate Gravity Forms on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Gravity Forms to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Gravity Forms + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Microsoft Dynamics 365 CRM
Can Gravity Forms be integrated with Microsoft Dynamics 365 CRM using our platform?
Yes, Gravity Forms can be integrated with Microsoft Dynamics 365 CRM using our platform. You can create workflows that trigger actions in Microsoft Dynamics 365 when a form is submitted.
What kind of triggers can be set up for the integration?
Triggers can include submitting a new Gravity Form entry or updating an existing one. When these events occur, actions can be initiated within Microsoft Dynamics 365 CRM.
What actions are supported in Microsoft Dynamics 365 when triggered by Gravity Forms?
Supported actions include creating a new contact, updating an existing record, and adding notes to opportunities or cases in Microsoft Dynamics 365 CRM.
Do I need any special technical skills to set up the integration?
No special technical skills are required to set up the integration. Our platform provides an intuitive interface that guides you through setting up triggers and actions.
Is it possible to update existing records in Microsoft Dynamics 365 from Gravity Forms submissions?
Yes, you can configure the integration to update existing records based on new form submissions, such as updating customer information or modifying case details.
Can conditional logic be used with this integration?
Yes, you can employ conditional logic to determine which actions should occur based on specific form responses. This helps tailor workflows according to unique business processes.
Is real-time data synchronization supported between Gravity Forms and Microsoft Dynamics 365 CRM?
Real-time data synchronization is supported. Once a form entry is submitted in Gravity Forms, the corresponding action in Microsoft Dynamics 365 CRM occurs almost immediately.
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
