Microsoft Dynamics
Microsoft Dynamics CRM Integration
Automate sales workflows and improve performance by combining the power of Microsoft Dynamics with Formstack.
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.
Read this help article to learn how to set up the Microsoft Dynamics integration with Formstack Forms.
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.
To learn how to set up a Dynamics automation workflow with Formstack Documents, check out these help articles:
