Microsoft Dynamics 365 CRM + PlatoForms Integration

Connect Microsoft Dynamics 365 CRM to PlatoForms in 1 click

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1.
  • 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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Microsoft Dynamics 365 CRM + PlatoForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PlatoForms + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new PlatoForms response

When someone completes your PlatoForms, 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 PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

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

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
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You Can Also Connect Microsoft Dynamics 365 CRM or PlatoForms With 1400+ Other Apps

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.
PlatoForms
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.