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Microsoft Dynamics CRM + Getform Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Getform

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

Getform Integrations

Best ways to Integrate Microsoft Dynamics CRM + Getform

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Getform + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Getform + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Getform + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Getform + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Getform + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Getform in easier way

It's easy to connect Microsoft Dynamics CRM + Getform without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Getform Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Getform as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Getform.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Getform

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM, also known as CRM, is a customer relationship management software. This product allows businesses to manage their customers through applications such as e-mail marketing campaigns. CRM allows the creation of campaigns through email that are targeted towards specific customers and based on their past actions.CRM has been used by companies such as General Electric who created an internal CRM to manage their customers. This system allowed for package tracking, online payments, and communication between employees and customers.The first version of Microsoft Dynamics CRM was released in March, 2003.

What is Getform?

GetForm is a marketing automation spution that allows users to create automated marketing campaigns through e-mails, phone calls, and text messages. The company claims that users can send out a million e-mails without using any extra computer resources.GetForm also has a visual editor that allows users to create marketing campaigns through drag and drop.

Integration of Microsoft Dynamics CRM and Getform

Microsoft Dynamics CRM and Getform integrate through the use of forms. These forms are then used to create the marketing campaigns. The forms are created in Microsoft Dynamics CRM but they are then sent through Getform to be completed and sent out.Microsoft Dynamics CRM sends over the customer information such as name, company name, phone number, and address to Getform. These forms are then sent out to the customer. Getform replies back with information about how many people opened up the email, which links were clicked, and if there was any kind of response to the email.Microsoft Dynamics CRM can also create forms and send them out through Getform. This is done by creating e-mail templates that are sent to different customers. The user can change the template for each customer’s needs. This allows for more personalized interactions between customers and businesses. For example, if a customer calls in for support about their order, the business could have this information already entered into the form that is sent out via Getform.

Benefits of Integration of Microsoft Dynamics CRM and Getform

The main benefit of integrating Microsoft Dynamics CRM and Getform is automation of processes. Through the automation of processes, companies can save time and money by automating repetitive processes such as sending out emails. The integration allows for more customized experiences between companies and their customers. Companies can better meet the needs of their customers because they will have more information about these customers stored in one place.

The process to integrate Microsoft Dynamics CRM and Getform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.