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Gravity Forms + Microsoft Dynamics 365 CRM

Create new Microsoft Dynamics 365 CRM accounts from new Gravity Forms submissions

Streamline your customer relationship management with this efficient workflow. Whenever a new submission is received in Gravity Forms, an account is instantly created in Microsoft Dynamics 365 CRM. This automation not only helps in maintaining up-to-date customer records but also saves valuable time spent on manual data entry. So, focus on building strong customer relationships while this workflow handles the tedious task of account creation.

Streamline your customer relationship management with this efficient workflow. Whenever a new submission is received in Gravity Forms, an account is instantly created in Microsoft Dynamics 365 CRM. This automation not only helps in maintaining up-to-date customer records but also saves valuable time spent on manual data entry. So, focus on building strong customer relationships while this workflow handles the tedious task of account creation.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

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

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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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.

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