Capture client intake data from Gravity Forms, format date, and create record in Microsoft Dynamics 365 CRM
Capture client intake data from Gravity Forms, format date, and create record in Microsoft Dynamics 365 CRM
Capture client intake data from Gravity Forms submissions, format date information with Formatter by Zapier, and create a new record in Microsoft Dynamics 365 CRM for faster onboarding and improved client management.
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Overview
Capture client intake data from Gravity Forms submissions, format date information with Formatter by Zapier, and create a new record in Microsoft Dynamics 365 CRM for faster onboarding and improved client management.