Integrate Getform with Microsoft Dynamics CRM

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About Getform

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

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.

Want to explore Getform + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Getform + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Getform + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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.

  • 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

How Getform & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Getform 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 Microsoft Dynamics CRM 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 Getform to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Getform and Microsoft Dynamics CRM


Getform is a cloud based e-commerce software, which allows users to create an online store for their business. It helps in managing orders for customers, increasing sales, improving customer satisfaction and generating profit at the same time. It allows users to set up online stores on multiple channels using one single interface. This makes it extremely easy to run marketing campaigns, increase traffic on your website, provide better customer service and more. To know more about the features of Getform, click here.

Microsoft Dynamics CRM

Microsoft Dynamics is a comprehensive set of customer relationship management (CRM. applications that can be used in any industry for various purposes. You can use it to manage contacts, opportunities, deals, products, quotes, invoices and service requests. It is easily extensible and supports multi-channel delivery of content. These features make it the most widely used CRM in the market. It provides integration with other applications like Office 365, SharePoint, PeopleSoft, NetSuite and many more. To know more about the features of Microsoft Dynamics CRM, click here.

Integration of Getform and Microsoft Dynamics CRM

Getform allows users to integrate their e-commerce platform with Microsoft Dynamics CRM so that they can manage all processes related to their business through one single interface. The integration with Getform enables users to integrate the fplowing functionalities of their e-commerce platform with Microsoft Dynamics CRM:

Order Management. Users can manage order processing using Microsoft Dynamics CRM. They can receive orders from customers, process them and send them to other departments for fulfillment. They can also generate reports related to orders, displays them to the customers and provides them the status of their orders at all times. It eliminates the need to maintain separate CRMs or spreadsheets for orders. Customer Relationship Management. Users can use Microsoft Dynamics CRM for managing their customers’ information. They can also manage customer interactions, track sales leads and generate reports related to customers. Inventory Management. Getform allows users to create a centralized inventory management system to manage inventory levels of their products across their geographical locations. It helps in reducing confusion among staff members regarding stock levels of different products in different locations. Business Intelligence. Users can get real time information from Microsoft Dynamics CRM about customer behavior and preferences based on data cplected from Getform. This helps them in understanding their customers better and providing relevant products and offers to them. Social Marketing. Users can get real time information from Microsoft Dynamics CRM about social media activity related to their business to improve their social marketing strategies accordingly. Besides this, they can also track visitors to their website from social media websites using Getform analytics feature. Web Analytics. Users can use Getform analytics feature to understand visitor behavior on their website and then modify their website accordingly for better user experience. For example, if there is a drop in conversion rate on their website, they can make changes in their website design to increase it again. This will result in increased sales and revenue for the business too. Customer Service. Using Getform, users can manage customer service activities like tracking service requests and managing service tickets through Microsoft Dynamics CRM. With this feature, they can streamline customer service activities and serve customers better. Rewards Management. Users can offer rewards and incentives to repeat customers using Microsoft Dynamics CRM and Getform integration feature. This helps in improving customer loyalty and repeat business for their business in the long run. Sales Management. Users can track sales leads and generate reports related to them using Microsoft Dynamics CRM and Getform integration feature. They can also manage appointments between sales teams and prospective clients using this feature.

Benefits of Integration of Getform and Microsoft Dynamics CRM

The process to integrate Getform and Microsoft Dynamics CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm