Cognito Forms + Microsoft Dynamics 365 CRM Integration

Connect Cognito Forms to Microsoft Dynamics 365 CRM in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Cognito Forms + Microsoft Dynamics 365 CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Cognito Forms + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Cognito Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
02
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
03
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
04
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
05
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
cloud
Microsoft Dynamics 365 CRM
app integration
06
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
07
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
08
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
09
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
10
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Microsoft Dynamics 365 CRM With 1400+ Other Apps

Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.