Jotform + Microsoft Dynamics 365 CRM
Create cases/incidents in Microsoft Dynamics 365 CRM from new submissions in Jotform
Keep your sales team in the loop and make sure that every new submission on Jotform directly results in a fresh case or incident creation in Microsoft Dynamics 365 CRM. This workflow aids in capturing crucial information and updating it in your CRM seamlessly, improving response times and ensuring that no submission gets overlooked. Benefit from an efficient and streamlined process that not only saves time but enhances customer engagement and satisfaction.
Keep your sales team in the loop and make sure that every new submission on Jotform directly results in a fresh case or incident creation in Microsoft Dynamics 365 CRM. This workflow aids in capturing crucial information and updating it in your CRM seamlessly, improving response times and ensuring that no submission gets overlooked. Benefit from an efficient and streamlined process that not only saves time but enhances customer engagement and satisfaction.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Case/Incident
Creates a new case/incident.
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