Connect Microsoft Dynamics 365 CRM and SurveyMonkey to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to SurveyMonkey with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with SurveyMonkey - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Create Contact" in SurveyMonkey.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and SurveyMonkey, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Connect Microsoft Dynamics 365 CRM and SurveyMonkey to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate SurveyMonkey on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + SurveyMonkey integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and SurveyMonkey
How can I integrate Microsoft Dynamics 365 CRM with SurveyMonkey?
Integrating Microsoft Dynamics 365 CRM with SurveyMonkey can be achieved using our automation platform, which allows you to set up workflows between the two applications. By choosing the appropriate triggers and actions, you can automate tasks such as creating leads in Microsoft Dynamics when a new survey response is submitted in SurveyMonkey.
What triggers are available for the integration between Microsoft Dynamics 365 CRM and SurveyMonkey?
The integration allows you to use triggers such as a new survey response in SurveyMonkey or updated data in CRM. These triggers can initiate actions like creating or updating contacts, leads, or opportunities in Microsoft Dynamics 365.
Are there any actions that can be automated on receiving a new survey response?
Yes, you can automate actions such as creating or updating records in Microsoft Dynamics 365 CRM when a new survey response is received in SurveyMonkey. This helps keep your CRM data current based on real-time feedback.
Is it possible to update existing contacts in Dynamics 365 based on survey responses?
Certainly. With our platform, you can map specific questions from your surveys to fields within Microsoft Dynamics 365. When a participant responds, their answers can automatically update existing contact information based on the criteria you set.
Can I sync historical data from previous survey responses into Microsoft Dynamics 365?
Our integration primarily focuses on automating workflows and actions for new responses. However, handling historical data might require manual transfers or additional services to import past survey responses into your Microsoft Dynamics CRM system.
What should I do if my integration isn't working properly?
If you're experiencing issues with the integration, we recommend checking the trigger and action settings first to ensure they're properly configured. Verify that both accounts are connected correctly and have the necessary permissions. Our support team is also available to assist with troubleshooting.
Do I need technical skills to set up the integration between SurveyMonkey and Microsoft Dynamics?
No technical skills are required to set up this integration using our platform. The process involves selecting main triggers from SurveyMonkey and corresponding actions for Microsoft Dynamics using an easy-to-use interface designed for users of all levels.
