Fillout Forms + Microsoft Dynamics 365 CRM

Create cases/incidents in Microsoft Dynamics 365 CRM from new submissions in Fillout Forms

Simplify your form processing by automatically creating a case in Microsoft Dynamics 365 CRM each time a new submission is received in the Fillout Forms app. This automation streamlines your workflow and helps you manage incidents efficiently, saving you time and ensuring your customer interactions are professionally handled.

Simplify your form processing by automatically creating a case in Microsoft Dynamics 365 CRM each time a new submission is received in the Fillout Forms app. This automation streamlines your workflow and helps you manage incidents efficiently, saving you time and ensuring your customer interactions are professionally handled.

  1. When this happens...
    Fillout FormsFillout Forms
    New Submission

    Triggers when a form receives a new submission.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Case/Incident

    Creates a new case/incident.

    ActionWrite
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Supported triggers and actions

    • EmailsRequired

    • Subject

    • Message

    • Form IDRequired

    Action
    Write
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About Fillout Forms

Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms. Store responses directly where you need them.
Learn more

Related categories

  • Forms & Surveys

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microsoft-dynamics-crm logo
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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