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Microsoft Dynamics CRM + JotForm Integrations

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

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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 JotForm

JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.

JotForm Integrations

Best ways to Integrate Microsoft Dynamics CRM + JotForm

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    JotForm + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Submission in JotForm 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

    JotForm + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Submission in JotForm 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

    JotForm + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Submission in JotForm 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

    JotForm + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Submission in JotForm 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

    JotForm + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Submission in JotForm 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 + JotForm in easier way

It's easy to connect Microsoft Dynamics CRM + JotForm 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 a new submission has been added to a specific 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 & JotForm 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 JotForm 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 JotForm.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and JotForm

Even though there are many uses of Microsoft Dynamics CRM and JotForm, the main purpose of this paper is to provide an overview of how both can integrate with each other.

Microsoft Dynamics CRM is a customer relationship management software that helps in managing contacts, accounts, leads, opportunities, and cases (Microsoft. It also helps in tracking sales activities. It can also be used for marketing, service, and support. JotForm is an online form builder that help users create customized forms for their websites (JotForm. They have a variety of features which include surveys, ppls, contact forms, order forms, registration forms, etc.The integration of JotForm and Microsoft Dynamics CRM can be done by using the JotForm plugin for Microsoft Dynamics CRM. This integration makes it easier for users to cplect leads from their website and then send them directly to Microsoft Dynamics CRM. This saves time by eliminating manual data entry. The plugin also allows users to track the progress of a form through the various stages of the process.Once the form is submitted to Microsoft Dynamics CRM, users will have the option of either creating a new record or updating an existing one. The plugin also allows users to view analytics on the forms completed.

JotForm and Microsoft Dynamics CRM are two very powerful tops that can be integrated to help businesses increase their efficiency. A user should consider integrating both if they are looking for a way to improve their business.

Create a flow diagram for the process:

The process to integrate Microsoft Dynamics CRM and JotForm 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.