Jotform + Microsoft Dynamics 365 CRM integrations
Create cases/incidents in Microsoft Dynamics 365 CRM from new submissions in Jotform
Keep your sales team in the loop and make sure that every new submission on Jotform directly results in a fresh case or incident creation in Microsoft Dynamics 365 CRM. This workflow aids in capturing crucial information and updating it in your CRM seamlessly, improving response times and ensuring that no submission gets overlooked. Benefit from an efficient and streamlined process that not only saves time but enhances customer engagement and satisfaction.
- When this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create Case/IncidentCreates a new case/incident.
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More things you can do with Jotform and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Jotform and Microsoft Dynamics 365 CRM
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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