Microsoft Dynamics 365 CRM + Getform Integration

Connect Microsoft Dynamics 365 CRM to Getform - Automate your workflows in 1-click

Make use of Microsoft Dynamics 365 CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Getform automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Combine the benefits of both with Integrately’s Microsoft Dynamics 365 CRM + Getform integration.
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Getform + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Getform response

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

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

    Triggers the automation whenever a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation whenever a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation whenever any quote is updated

  • Getform
    Form submission is recieved in Getform

    Triggers the automation whenever a new form is submitted

2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Automatically generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Automatically updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Automatically retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Automatically adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Automatically updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Automatically generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Automatically searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Automatically updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Automatically finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Automatically searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Automatically generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Automatically updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Automatically searches for a case record

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Integrate Microsoft Dynamics 365 CRM & Getform In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Microsoft Dynamics 365 CRM or Getform With 1200+ Other Apps

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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.

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Getform helps you create beautiful, responsive & powerful forms for your website. You'll have complete control over the look and feel of your forms, and easily manage their submissions - all from one place.

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