Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms Integrations

How to connect Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms

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Do even more with Microsoft Dynamics 365 CRM + Google Sheets + Ninja 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 Microsoft Dynamics 365 CRM, Google Sheets, and Ninja 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 Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write

- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Trigger
Scheduled
Try It
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
  The column position (zero-based) to insert. If not set, append to the right by default.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
  Create a duplicate of an existing spreadsheet.
- Headers
  These Headers are ignored if a "Spreadsheet to Copy" is selected.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  Use a search step before this to get the row to delete.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Action
Write
- Api Docs Info
  API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
  Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
- Background Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Bold
  True if the text is bold.
- Text Italic
  True if the text is italicized.
- Text Strikethrough
  True if the text is strikethrough.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet?
- Row Count
  Number of rows to return. Max is 500.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- ColumnsRequired
  Let us know which columns to return. e.g. A:Z
- Row CountRequired
  Number of rows to return. Max is 500.
- First Row
  Number of the first row to return (1 is the header)
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Search or write
New Form Submission
Triggers when a form is submitted.
Trigger
Instant
Try It

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How Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms Integrations Work

Step 1: Authenticate Microsoft Dynamics 365 CRM, Google Sheets, and Ninja 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.

Connect apps

Connect Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms

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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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.

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Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms Integrations

How to connect Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms

Do even more with Microsoft Dynamics 365 CRM + Google Sheets + Ninja Forms

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Spreadsheet Row (Team Drive)

Drive

SpreadsheetRequired

WorksheetRequired

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

SpreadsheetRequired

WorksheetRequired

Trigger Column

Create Spreadsheet Column

Drive

SpreadsheetRequired

WorksheetRequired

Column NameRequired

Index

Create Multiple Spreadsheet Rows

Drive

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

TitleRequired

Spreadsheet to Copy

Headers

Delete Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

Update Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Worksheet

Drive

SpreadsheetRequired

TitleRequired

Lookup Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired