Microsoft Dynamics 365 CRM + Zapier Forms

Create leads in Microsoft Dynamics 365 CRM from new form submissions in Zapier Forms

When a new form submission is created in the Zapier Forms app, this workflow will promptly generate a lead in your Microsoft Dynamics 365 CRM. This automation will effectively streamline your data management, ensuring that every potential customer inquiry captured through your interfaces is directly transferred to your CRM for a quick, efficient response. This not only saves your time but also enhances your business's organization and productivity.

When a new form submission is created in the Zapier Forms app, this workflow will promptly generate a lead in your Microsoft Dynamics 365 CRM. This automation will effectively streamline your data management, ensuring that every potential customer inquiry captured through your interfaces is directly transferred to your CRM for a quick, efficient response. This not only saves your time but also enhances your business's organization and productivity.

  1. When this happens...
    Zapier FormsZapier Forms
    Form Submission Created

    Triggers when a new form submission is created.

    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

    • Form ProjectRequired

    • PageRequired

    • Block Type

    Trigger
    Instant
    Try It
    • Form ProjectRequired

    • PageRequired

    • FormRequired

    Trigger
    Instant
    Try It
  • Zapier Forms triggers, actions, and search

    Form Project Created

    Triggers when a new Form Project is created.

    Trigger
    Instant
    Try It
    • Form ProjectRequired

    • NameRequired

    • Email AddressRequired

    Action
    Write
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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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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zapier-forms logo

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.
Learn more

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  • App Builder
  • CRM (Customer Relationship Management)
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