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

You’ve hosted a fillable contact form on your website that quickly collects information concerning your leads. This information is securely stored in your PDFfiller account but there are more ways to automate your document workflow using this data. Set up Zapier automation to create new Microsoft Dynamics leads using the information from filled-in forms.

How this PDFfiller-Microsoft Dynamics integration works

  1. A new filled form is added to your PDFfiller account
  2. Zapier uses the filled form’s data to create a new lead in Microsoft Dynamics

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!
Microsoft Dynamics CRM
New Contact

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

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

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

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Microsoft Dynamics CRM
New Lead

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

PDFfiller
Download Filled Form

Download a filled form as a file.

PDFfiller
Signature Request Completed

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

PDFfiller
Create Filled Document

Create a new filled document based on a fillable template.

PDFfiller
New Filled Form

Triggers when a form is filled out.

PDFfiller
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.