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Microsoft Dynamics 365 CRM + Plumsail Forms

Create leads in Microsoft Dynamics 365 CRM from new Plumsail Forms submissions

Data entry is necessary but time consuming - automate it and save time. This integration helps when you collect leads from a Plumsail Form, they will automatically be added to Microsoft Dynamics 365 CRM. Connecting your tools saves time for more important work.

Data entry is necessary but time consuming - automate it and save time. This integration helps when you collect leads from a Plumsail Form, they will automatically be added to Microsoft Dynamics 365 CRM. Connecting your tools saves time for more important work.

  1. When this happens...
    Plumsail FormsPlumsail Forms
    New Submission

    Triggers when a specific form is submitted.

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

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Public FormRequired

    Trigger
    Instant
    Try It
  • 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
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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plumsail-forms logo
plumsail-forms logo

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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