Microsoft Dynamics 365 CRM + SmartSurvey Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM contacts from SmartSurvey responses?

Yes, every new survey response can automatically create a contact in Microsoft Dynamics 365 CRM using ready automation templates or custom AI-assisted steps.

Q: Can I connect Microsoft Dynamics 365 CRM, SmartSurvey, and HubSpot?

You can connect Microsoft Dynamics 365 CRM, SmartSurvey, and HubSpot together to sync survey data, update CRM records, and trigger tasks across platforms along with 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SmartSurvey?

Most alternatives charge more for multi-step automations, but Integrately offers 1-click templates, 24/5 live chat support, and 3x to 10x lower cost for connecting Microsoft Dynamics 365 CRM and SmartSurvey.

Q: How does Microsoft Dynamics 365 CRM handle contact updates from survey responses?

You can update contact details in Microsoft Dynamics 365 CRM automatically whenever a new response is created in SmartSurvey using ready automation templates on Integrately.

Q: Can SmartSurvey trigger automated workflows when responses are submitted?

Response is created in SmartSurvey triggers automated workflows that instantly sync data to Microsoft Dynamics 365 CRM and notify your team.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and SmartSurvey?

No coding is required to connect Microsoft Dynamics 365 CRM and SmartSurvey. You can use ready templates or ask Integrately AI to configure the exact automation for you.

Q: Is the Microsoft Dynamics 365 CRM and SmartSurvey integration free?

You can start using the Microsoft Dynamics 365 CRM and SmartSurvey integration with a free forever plan on Integrately, with premium features available on higher plans.

Integrate Microsoft Dynamics 365 CRM to SmartSurvey in one click, or tell Integrately AI how you want each response handled. Create contacts from responses, sync customer data, update records, and trigger follow-up surveys automatically.

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Member is added to marketing list in Microsoft Dynamics 365 CRM
Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Response is created in SmartSurvey

Search marketing list by name in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Get marketing list members in Microsoft Dynamics 365 CRM
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Create contact in SmartSurvey
Send survey in SmartSurvey

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SmartSurvey Integration

Capture survey responses, create CRM contacts, sync customer details, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new SmartSurvey response

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

Activate

When Response is created in SmartSurvey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

SmartSurvey + Microsoft Dynamics 365 CRM Integration

Activate

When Response is created in SmartSurvey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

SmartSurvey + Microsoft Dynamics 365 CRM Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + SmartSurvey flow

Connect your CRM and survey data to email, messaging, and support tools to streamline team collaboration and follow-ups. Pick a combination and activate it in one click.

Microsoft Outlook (5)

Mailchimp (5)

HubSpot (5)

Zendesk (5)

Microsoft Teams (5)

Slack (5)

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and send a notification email in Microsoft Outlook.

New survey responses instantly create contacts in Microsoft Dynamics 365 CRM while Microsoft Outlook notifies your team, keeping records updated without manual data entry.

Send a SmartSurvey survey when a Microsoft Dynamics 365 CRM contact is created, and email the confirmation details via Microsoft Outlook.

Automatically dispatch surveys from SmartSurvey when contacts appear in Microsoft Dynamics 365 CRM and confirm dispatch via Microsoft Outlook.

Send a SmartSurvey feedback questionnaire when a Microsoft Dynamics 365 CRM case is created, and email the assigned agent in Microsoft Outlook.

Trigger automated SmartSurvey feedback forms upon case creation in Microsoft Dynamics 365 CRM and notify agents via Microsoft Outlook.

Use Claude to analyse every new SmartSurvey response, create a Microsoft Dynamics 365 CRM contact, and email the summary via Microsoft Outlook.

Claude reviews survey submissions, updates Microsoft Dynamics 365 CRM, and emails structured summaries through Microsoft Outlook.

When a Microsoft Dynamics 365 CRM opportunity is created, send a SmartSurvey questionnaire and email the sales manager in Microsoft Outlook.

New sales opportunities trigger automated SmartSurvey forms and notify managers instantly in Microsoft Outlook.

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and add the subscriber to Mailchimp.

Survey respondents are automatically added as contacts in Microsoft Dynamics 365 CRM and synced to Mailchimp lists for targeted email campaigns.

When a Microsoft Dynamics 365 CRM contact is created, send a SmartSurvey questionnaire and add them to a Mailchimp audience.

New Microsoft Dynamics 365 CRM contacts trigger automated SmartSurvey questionnaires and sync into specific Mailchimp audience segments.

Use Claude to evaluate survey responses in SmartSurvey, create a Microsoft Dynamics 365 CRM lead, and segment subscribers in Mailchimp.

Claude scores incoming survey responses, provisions Microsoft Dynamics 365 CRM leads, and tags Mailchimp subscribers based on sentiment.

When a Microsoft Dynamics 365 CRM lead is updated, send a follow-up survey via SmartSurvey and update subscriber details in Mailchimp.

Lead modifications in Microsoft Dynamics 365 CRM trigger targeted SmartSurvey follow-ups and synchronise audience details in Mailchimp.

When a Microsoft Dynamics 365 CRM case is created, dispatch a SmartSurvey satisfaction form and update subscriber status in Mailchimp.

Support cases in Microsoft Dynamics 365 CRM trigger automated SmartSurvey feedback forms and sync customer engagement status in Mailchimp.

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and sync the lead details into HubSpot.

SmartSurvey responses create contacts in Microsoft Dynamics 365 CRM while simultaneously creating corresponding contact records in HubSpot.

When a Microsoft Dynamics 365 CRM contact is created, send a SmartSurvey questionnaire and create a deal in HubSpot.

New Microsoft Dynamics 365 CRM contacts trigger automated SmartSurvey questionnaires and establish corresponding deals in HubSpot.

Use Claude to evaluate SmartSurvey feedback, create a Microsoft Dynamics 365 CRM lead, and log a task in HubSpot.

Claude analyses incoming survey text, provisions Microsoft Dynamics 365 CRM leads, and schedules follow-up tasks in HubSpot.

When a Microsoft Dynamics 365 CRM opportunity is created, send a SmartSurvey form and update the deal stage in HubSpot.

New opportunities in Microsoft Dynamics 365 CRM trigger SmartSurvey intake forms and update associated pipeline stages in HubSpot.

When a Microsoft Dynamics 365 CRM case is created, send a SmartSurvey satisfaction form and create a support ticket in HubSpot.

Service cases in Microsoft Dynamics 365 CRM trigger automated SmartSurvey feedback forms and create synchronized support tickets in HubSpot.

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and open a support ticket in Zendesk.

Survey feedback instantly provisions a Microsoft Dynamics 365 CRM contact and creates a tracked support ticket in Zendesk.

When a Microsoft Dynamics 365 CRM case is created, send a SmartSurvey feedback form and create a linked ticket in Zendesk.

New Microsoft Dynamics 365 CRM cases trigger SmartSurvey questionnaires and establish synchronized support records in Zendesk.

Use Claude to analyse survey feedback in SmartSurvey, create a Microsoft Dynamics 365 CRM lead, and log a priority ticket in Zendesk.

Claude evaluates survey sentiment, creates Microsoft Dynamics 365 CRM leads, and flags high-priority support tickets in Zendesk.

When a Microsoft Dynamics 365 CRM contact is created, send a SmartSurvey onboarding questionnaire and create a user profile in Zendesk.

New Microsoft Dynamics 365 CRM contacts trigger SmartSurvey onboarding surveys and establish matching user profiles in Zendesk.

When a Microsoft Dynamics 365 CRM lead is updated, send a follow-up survey via SmartSurvey and update the ticket status in Zendesk.

Lead updates in Microsoft Dynamics 365 CRM trigger SmartSurvey follow-ups and update corresponding support tickets in Zendesk.

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and notify your team in Microsoft Teams.

New survey responses create contacts in Microsoft Dynamics 365 CRM while Microsoft Teams posts instant alerts to your channel.

When a Microsoft Dynamics 365 CRM case is created, send a SmartSurvey feedback form and post a notification in Microsoft Teams.

New support cases in Microsoft Dynamics 365 CRM trigger SmartSurvey questionnaires and post instant alerts in Microsoft Teams.

Use Claude to summarise survey feedback in SmartSurvey, create a Microsoft Dynamics 365 CRM lead, and post the brief in Microsoft Teams.

Claude summarises survey text, creates Microsoft Dynamics 365 CRM leads, and broadcasts executive briefs in Microsoft Teams.

When a Microsoft Dynamics 365 CRM opportunity is created, send a SmartSurvey form and announce the deal in Microsoft Teams.

New opportunities in Microsoft Dynamics 365 CRM trigger SmartSurvey intake forms and announce pipeline milestones in Microsoft Teams.

When a Microsoft Dynamics 365 CRM contact is created, send a SmartSurvey onboarding questionnaire and notify the account team in Microsoft Teams.

New Microsoft Dynamics 365 CRM contacts trigger SmartSurvey onboarding forms and notify account managers in Microsoft Teams.

Create a Microsoft Dynamics 365 CRM contact from every SmartSurvey response, and notify your sales channel in Slack.

Survey responses automatically create Microsoft Dynamics 365 CRM contacts while Slack posts real-time alerts to your sales channel.

When a Microsoft Dynamics 365 CRM case is created, send a SmartSurvey feedback form and alert the support channel in Slack.

Support cases in Microsoft Dynamics 365 CRM trigger SmartSurvey feedback questionnaires and post alerts in Slack.

Use Claude to summarise survey feedback in SmartSurvey, create a Microsoft Dynamics 365 CRM lead, and post the brief in Slack.

Claude analyses survey text, provisions Microsoft Dynamics 365 CRM leads, and shares executive summaries in Slack.

When a Microsoft Dynamics 365 CRM opportunity is created, send a SmartSurvey form and announce the deal in Slack.

New opportunities in Microsoft Dynamics 365 CRM trigger SmartSurvey questionnaires and broadcast deal updates in Slack.

When a Microsoft Dynamics 365 CRM contact is created, send a SmartSurvey onboarding questionnaire and notify the team in Slack.

New Microsoft Dynamics 365 CRM contacts trigger SmartSurvey onboarding surveys and notify the team in Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SmartSurvey

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Member is added to marketing list in Microsoft Dynamics 365 CRM

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Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

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Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

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Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

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Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

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Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

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Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

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Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

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Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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SmartSurvey Triggers & Actions

Response is created in SmartSurvey

Triggers the automation when a response is submitted

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What can you automate with Microsoft Dynamics 365 CRM + SmartSurvey?

Streamline your survey collection and CRM updates with automated workflows built for modern business teams.

Get Started For Free

📋

Sync survey responses into CRM contacts automatically

Capture every new response created in SmartSurvey and instantly generate corresponding contact records in Microsoft Dynamics 365 CRM. Eliminate manual exports and keep your database fully updated.

📝

Map all custom survey fields to CRM records

Transfer detailed questionnaire answers into custom Microsoft Dynamics 365 CRM fields instead of basic names and emails. Maintain comprehensive customer profiles for targeted follow-up.

🔔

Alert your team the moment feedback arrives

Trigger instant notifications in messaging apps whenever a new SmartSurvey submission lands. Ensure sales and support staff review critical customer feedback immediately.

🔀

Route submissions based on respondent answers

Evaluate submitted survey options to create either high-priority leads or standard contacts in Microsoft Dynamics 365 CRM. Direct different responses to the appropriate department workflows.

🔄

Keep CRM records current as data evolves

Update existing Microsoft Dynamics 365 CRM contacts or leads automatically whenever new survey responses or status changes occur in SmartSurvey.

👥

Prevent duplicate records with intelligent search

Search existing Microsoft Dynamics 365 CRM contacts before creating new entries from SmartSurvey responses. Update matching profiles instead of cluttering your database with duplicates.

⭐

Automate follow-up questionnaires on status updates

Dispatch automated SmartSurvey feedback questionnaires the moment a Microsoft Dynamics 365 CRM case is created or an opportunity stage advances.

🔌

Extend workflows to your favorite messaging apps

Connect your Microsoft Dynamics 365 CRM and SmartSurvey flows with Microsoft Teams or Slack to keep internal stakeholders aligned on every customer submission.

And much more...

Who is Microsoft Dynamics 365 CRM + SmartSurvey integration for?

Connecting Microsoft Dynamics 365 CRM and SmartSurvey eliminates manual data entry, bridging customer feedback data directly into sales and support pipelines for immediate action.

Data Analysts

Sales Managers

Customer Success Leads

Operations Directors

Account Executives

Support Supervisors

📈

Data Analysts

You're compiling survey submissions manually into your Microsoft Dynamics 365 CRM reports, but the metrics are always outdated by several hours — this integration means every new response lands in your CRM instantly and your analytics stay accurate.

⚡

Sales Managers

You manage incoming leads from SmartSurvey campaigns, but leads sit unassigned while you export data into Microsoft Dynamics 365 CRM — automating both apps means every prospect is created as a lead immediately so your team can follow up without delay.

🤝

Customer Success Leads

You report on customer feedback scores to stakeholders, but finding survey results alongside Microsoft Dynamics 365 CRM accounts takes hours of searching — connecting these apps means survey data syncs directly to contact records for instant progress tracking.

📊

Operations Directors

You oversee high volumes of customer questionnaires, but manual record creation causes bottlenecks across your Microsoft Dynamics 365 CRM database — automating these workflows means data flows effortlessly between forms and CRM fields at scale.

🎯

Account Executives

You depend on marketing teams to hand over survey insights before reaching out to prospects, but communication delays stall your pipeline — this integration means every submitted response creates or updates CRM records instantly so you can pitch at the right moment.

🔍

Support Supervisors

You need a reliable customer history in Microsoft Dynamics 365 CRM, but missing survey notes leave gaps in your client timelines — connecting these apps means every feedback submission logs accurately to support cases without missing details.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SmartSurvey

Build and manage your Microsoft Dynamics 365 CRM + SmartSurvey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Microsoft Dynamics 365 CRM + SmartSurvey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to SmartSurvey?

You can connect Microsoft Dynamics 365 CRM to SmartSurvey in 1-click using ready workflows on Integrately, or ask Integrately AI to build custom flows with Microsoft Outlook, Slack, and 1,500+ other apps.

Can I automatically create Microsoft Dynamics 365 CRM contacts from SmartSurvey responses?

Can I connect Microsoft Dynamics 365 CRM, SmartSurvey, and HubSpot?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SmartSurvey?

How does Microsoft Dynamics 365 CRM handle contact updates from survey responses?

Can SmartSurvey trigger automated workflows when responses are submitted?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and SmartSurvey?

Is the Microsoft Dynamics 365 CRM and SmartSurvey integration free?

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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or SmartSurvey With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + SmartSurvey Integration

Integrate Microsoft Dynamics 365 CRM to SmartSurvey in one click, or tell Integrately AI how you want each response handled. Create contacts from responses, sync customer data, update records, and trigger follow-up surveys automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SmartSurvey Integration

Capture survey responses, create CRM contacts, sync customer details, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new SmartSurvey response

When Response is created in SmartSurvey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Response is created in SmartSurvey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + SmartSurvey flow

Connect your CRM and survey data to email, messaging, and support tools to streamline team collaboration and follow-ups. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SmartSurvey

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + SmartSurvey?

Streamline your survey collection and CRM updates with automated workflows built for modern business teams.

Who is Microsoft Dynamics 365 CRM + SmartSurvey integration for?

Connecting Microsoft Dynamics 365 CRM and SmartSurvey eliminates manual data entry, bridging customer feedback data directly into sales and support pipelines for immediate action.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + SmartSurvey

Build and manage your Microsoft Dynamics 365 CRM + SmartSurvey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or SmartSurvey With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + SmartSurvey Integration

Integrate Microsoft Dynamics 365 CRM to SmartSurvey in one click, or tell Integrately AI how you want each response handled. Create contacts from responses, sync customer data, update records, and trigger follow-up surveys automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SmartSurvey Integration

Capture survey responses, create CRM contacts, sync customer details, alert your team, and send follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new SmartSurvey response

When Response is created in SmartSurvey > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Response is created in SmartSurvey > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + SmartSurvey flow

Connect your CRM and survey data to email, messaging, and support tools to streamline team collaboration and follow-ups. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SmartSurvey

Mix and match to build the exact automation you need

What can you automate with Microsoft Dynamics 365 CRM + SmartSurvey?

Streamline your survey collection and CRM updates with automated workflows built for modern business teams.

Who is Microsoft Dynamics 365 CRM + SmartSurvey integration for?

Connecting Microsoft Dynamics 365 CRM and SmartSurvey eliminates manual data entry, bridging customer feedback data directly into sales and support pipelines for immediate action.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + SmartSurvey

Build and manage your Microsoft Dynamics 365 CRM + SmartSurvey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or SmartSurvey With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click