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Microsoft Dynamics CRM + Gravity Forms Integrations

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

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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 Gravity Forms

Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.

Gravity Forms Integrations

Best ways to Integrate Microsoft Dynamics CRM + Gravity Forms

  • Microsoft Dynamics CRM Gravity Forms

    Microsoft Dynamics CRM + Gravity Forms

    New Entry in Gravity Forms when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Gravity Forms New Entry
  • Microsoft Dynamics CRM Gravity Forms

    Microsoft Dynamics CRM + Gravity Forms

    Submit Form in Gravity Forms when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Gravity Forms Submit Form
  • Microsoft Dynamics CRM Gravity Forms

    Microsoft Dynamics CRM + Gravity Forms

    New Entry in Gravity Forms when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Gravity Forms New Entry
  • Microsoft Dynamics CRM Gravity Forms

    Microsoft Dynamics CRM + Gravity Forms

    Submit Form in Gravity Forms when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Gravity Forms Submit Form
  • Microsoft Dynamics CRM Gravity Forms

    Microsoft Dynamics CRM + Gravity Forms

    New Entry in Gravity Forms when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Gravity Forms New Entry
  • 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 + Gravity Forms in easier way

It's easy to connect Microsoft Dynamics CRM + Gravity Forms 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.

  • Form Submission

    Triggers when a new specified form is submitted.

    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

  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

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

How Microsoft Dynamics CRM & Gravity Forms 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 Gravity Forms 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 Gravity Forms.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Gravity Forms

  • Introduction:
    • Microsoft Dynamics CRM?

    Microsoft Dynamics is a line of business management software developed by Microsoft. It includes products such as Microsoft Dynamics ERP, Microsoft Dynamics CRM and Microsoft Dynamics NAV.

    Microsoft Dynamics CRM (Customer Relationship Management. is a customer relationship management (CRM. software system that provides integrated support for sales force automation (SFA), marketing, and service. It uses the Microsoft .NET Framework and Microsoft SQL Server databases to store information about contacts, activities, and opportunities.

    • Gravity Forms?

    Gravity Forms is a WordPress plugin for creating and managing forms, surveys and applications. It comes with dozens of field types and is very extensible with many free and premium add-ons available.

    :

    • Integration of Microsoft Dynamics CRM and Gravity Forms:

    Microsoft Dynamics CRM is a software platform designed to help users manage business data and processes, such as marketing campaigns, customer relations, accounting and invoicing. Its features include contact management, lead tracking, sales pipeline management, customer service, marketing campaigns, reporting and analytics.

    The integration of Microsoft Dynamics CRM and Gravity Forms helps automate the workflow of a business using the fplowing functions:

    Let companies create additional forms without having to worry about whether or not they will fit with the rest of their existing application’s functionality. As more people use their forms, it will be easier to see which fields are being used most often. This will allow them to update the form builder to fit their needs.

    Easily allow customers to submit their own feedback on your products and services by creating a custom form that they can complete from their customer dashboards. By sending these forms directly to you, you can respond directly to your customers’ questions or issues right away. You can even set up your form so that it will send a notification to a specific inbox, which helps you stay organized.

    Use Gravity Forms to create a survey form that customers can fill out from your product pages. Once customers have completed the survey, their answers will automatically be stored in a table on your site’s database. You can then display the results of the survey as a graph on your site or export them into a spreadsheet program like Excel. This feature can also be used for customer satisfaction surveys, ppls, registration forms and more.

    :

    The process to integrate 403 Forbidden and 403 Forbidden 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.