Microsoft Dynamics CRM Integration

Microsoft Dynamics CRM Forms Integration

Integration Overview

Through Microsoft Power Automate, you can integrate Formstack Forms with Microsoft Dynamics CRM to collect form data and send it directly to your Dynamics account. Easily automate the creation and updating of leads, opportunities, accounts, and contacts. No manual data entry needed.

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Partner Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.

Use the integration to:

Send form data to mapped fields in your Microsoft Dynamics CRM account. Actions and fields can be set up in just a few clicks.
Instantly create and update leads, opportunities, and contacts. Your team will never have to waste time on manual uploads again.
Use the data you gather from your forms and surveys to respond to opportunities faster and pull out useful insights on your customers.

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What You Need

Formstack Forms account
Microsoft Dynamics account
Microsoft Power Automate account

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How It Works

Build your Formstack form and authenticate the connection between Formstack and Power Automate.
Once authenticated, select your form, choose Microsoft Dynamics, and decide what action will trigger upon form submission.
Once the flow and triggers are set up, you can now use form data to create leads, opportunities, accounts, and contacts in your Microsoft CRM account.

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Find Out More

Read this help article to learn how to set up the Microsoft Dynamics integration with Formstack Forms.

Microsoft Dynamics CRM Documents Integration

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Integration Overview

With the Microsoft Dynamics integration for Formstack Documents, you can input sales data directly into contracts, reports, and other files. Eliminate paper from your workflows, and improve the efficiency of your sales team.

You can connect Documents to Dynamics in two ways depending on what’s best for your workflow: Microsoft Power Automate or Zapier.

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Partner Overview

Use the integration to:

Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, descriptions, and more.
Create an automated process that generates documents for you. No paper required. Easily create custom proposals, quotes, presentations, and other sales documents.
Instantly deliver generated documents to customers and coworkers through a variety of methods, including email, Formstack Sign, and dozens of third-party apps.

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What You Need

Formstack Documents account
Microsoft Dynamics account
Power Automate account or Zapier account

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How It Works

Upload and/or build your document template in Formstack Documents and set up your delivery.
Create a Formstack Documents and Microsoft Dynamics flow within Power Automate and authenticate your accounts.
Once authenticated, map your document merge fields to the appropriate fields within your Dynamics instance and save your flow.

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Find Out More

To learn how to set up a Dynamics automation workflow with Formstack Documents, check out these help articles:

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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

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