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Gravity Forms + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Gravity Forms Integrations
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.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
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Best ways to Integrate Gravity Forms + Microsoft Dynamics CRM

  • Gravity Forms Microsoft Dynamics CRM

    Gravity Forms + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Gravity Forms Microsoft Dynamics CRM

    Gravity Forms + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Gravity Forms Microsoft Dynamics CRM

    Gravity Forms + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Gravity Forms Microsoft Dynamics CRM

    Gravity Forms + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Gravity Forms Microsoft Dynamics CRM

    Gravity Forms + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

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

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

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • 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
  • 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.

  • 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

Show All

How Gravity Forms & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Gravity Forms 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 Gravity Forms to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Gravity Forms and Microsoft Dynamics CRM

Gravity Forms

Gravity Forms is an open-source form builder plugin for WordPress. With Gravity Forms, you can create beautiful WordPress forms in minutes. It is compatible with most web hosts, including Go Daddy, Host Gator, BlueHost, NameCheap, and more. Gravity Forms has over 10,000 active installs with a 4.1 out of 5 star rating on WordPress.org.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is the most flexible Customer Relationship Management (CRM. spution available on the market. Microsoft Dynamics CRM is a customizable, scalable CRM spution that is used by customers worldwide to understand customers better, automate business processes across sales, service, marketing, and more so they can sell smarter, sell faster, and grow revenue. With CRM integration in Microsoft Dynamics CRM, customers have access to relevant customer information directly in Salesforce when they are writing or responding to an email.

Integration of Gravity Forms and Microsoft Dynamics CRM

Gravity Forms was developed in order to provide users with a way to send structured data from websites to CRMs without the need to install any third-party plugins. By integrating Gravity Forms with Microsoft Dynamics CRM, users can now create, edit, update, and delete records within Microsoft Dynamics CRM using Gravity Forms. The integration between Gravity Forms and Microsoft Dynamics CRM allows users to create forms for their website to interact with the data contained in their CRM database.

Benefits of Integration of Gravity Forms and Microsoft Dynamics CRM

Forms are now easier to build because you now have access to both Microsoft Word and your CRM data. Users can leverage existing templates to build forms quickly.

Data entry errors are reduced because users are given the option to preview data before submitting it. The pre-check function allows users to identify errors before submitting data. If there are errors, users can fix them before submitting the form. This saves time because users do not have to go back to update the form after they have submitted it. They can also update the form prior to submission if they have made changes that require them to re-submit it.

Customers are able to complete forms faster because they can build forms that are customized for their business processes. For example, users can create a client profile form by selecting fields from different modules within their CRM database.

The ability to retrieve data from multiple sources allows users to customize forms based on custom requirements. For example, if users need specific information about each of their clients, they can combine the information from multiple clients into one form by creating a template for each client.

Users will be able to view all of the information disclosed by their clients on a single page based on the module selected during creation of the form. By creating profiles for each client, users will be able to view all of the information about each client on a single page without having to navigate through multiple screens or pages.

Users will be able to customize business processes by creating different templates for different functions within their company. For example, they can create a template for “closing” customer cases and another template for “managing” their accounts receivable department. This allows users to customize forms based on custom requirements. For example, if users need specific information about each of their clients, they can combine the information from multiple clients into one form by creating a template for each client.

The process to integrate Gravity Forms 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.

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