Microsoft Dynamics CRM (For use with Dynamics version 8)
When this happens...
PDFfillerNew Filled Form
Then do this...
Microsoft Dynamics CRM (For use with Dynamics version 8)Create Account

Still spending valuable time having to manually type new account information in Microsoft Dynamics? Use the collected information from your filled-in forms to automatically fill out fields in newly created accounts. With Zapier automation, adding your form’s data to accounts in Microsoft Dynamics is a breeze.

How this PDFfiller-Microsoft Dynamics integration works

  1. A new filled form is added to your PDFfiller account
  2. Zapier transfers data from the filled-in form to a newly created Microsoft Dynamics account

Apps involved

  • PDFfiller
  • Microsoft Dynamics
Premium
Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

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It's easy to connect Microsoft Dynamics CRM (For use with Dynamics version 8) + 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.

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