Microsoft Dynamics 365 CRM + Refiner Integration

Connect Microsoft Dynamics 365 CRM to Refiner 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
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Refiner + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Refiner form submission

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

Plus, all of the information from the Refiner is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Refiner - 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 Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Refiner 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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.