When this happens...
PDFfillerNew Filled Form
Then do this...
Microsoft Dynamics CRMCreate Contact

Are you looking for the most efficient way to transfer collected client data from your documents? Set up Zapier automation to easily create new contacts in Microsoft Dynamics using customer information from filled-in PDFfiller forms. Automate the entire workflow in your favorite CRM.

How this PDFfiller-Microsoft Dynamics integration works

  1. A new filled form is added to your PDFfiller account
  2. Zapier creates a new Microsoft Dynamics contact using the information from the filled-in form

Apps involved

  • PDFfiller
  • Microsoft Dynamics
Premium
Microsoft Dynamics CRM is a Premium integration on Zapier.

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It's easy to connect Microsoft Dynamics CRM + PDFfiller and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Download Filled Form

Download a filled form as a file.

Signature Request Completed

Triggers when a signature request finalizes as completely signed or declined.

Create Filled Document

Create a new filled document based on a fillable template.

New Filled Form

Triggers when a form is filled out.

Download Document

Download a document as a file.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

PDFfiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.