Microsoft Dynamics

Microsoft Dynamics CRM Integration

Automate sales workflows by connecting Formstack Forms and Formstack Documents with Microsoft Dynamics CRM.
Microsoft Dynamics
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Automatically update contacts and generate documents

With the Formstack Forms integration, you can use powerful forms to collect data and send it to Microsoft Dynamics. Track, manage, and develop customer relationships with one easy-to-use platform.
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Merge

Automatically merge form data into mapped fields within your Microsoft Dynamics account

Create

Instantly create and update leads and contacts in Microsoft Dynamics 

Enhance

Enhance customer relationships with collected insights from forms and surveys

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Check out this webinar to get an inside look at how to set up this integration.

Note: The Advanced Integrations feature is required to use the Microsoft Dynamics integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn More >




Automatically update contacts and generate documents

Formstack Documents can be connected to Microsoft Dynamics via Zapier, an automation tool that integrates your favorite apps. Easily input sales data directly into contracts, reports, and other documents.
Try It Free
Merge

Seamlessly merge CRM data into documents based on the triggers you choose

Create

Automatically create proposals, quotes, presentations, and other sales documents

Deliver

Instantly send generated documents to leads or clients via flexible delivery options 

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Check out this help article to learn how to set up this integration.


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