Marketo + Microsoft Dynamics 365 CRM + Gravity Forms Integrations

How to connect Marketo + Microsoft Dynamics 365 CRM + Gravity Forms

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Do even more with Marketo + Microsoft Dynamics 365 CRM + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Marketo, Microsoft Dynamics 365 CRM, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Add Lead to List
Adds a lead to a list.
Action
Write
Create or Update Lead
Creates or Updates a lead.
Action
Write
Find Lead
Finds a lead whose e-mail address matches the search criteria.
Action
Search
Find or Create Lead
Find or Create Lead
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
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, or creates the opportunity if it does not exist.
Scheduled
Action
Gravity Forms
Triggers when the specified form is submitted.
Instant
Trigger
Gravity Forms
Creates a new form entry.
Scheduled
Action
Gravity Forms
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Scheduled
Action

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How Marketo + Microsoft Dynamics 365 CRM + Gravity Forms Integrations Work

Step 1: Authenticate Marketo, Microsoft Dynamics 365 CRM, and Gravity Forms.
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.