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Integrate JotForm with Microsoft Dynamics CRM

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

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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.

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
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Best JotForm and Microsoft Dynamics CRM Integrations

  • JotForm Integration Microsoft Dynamics CRM Integration

    JotForm + Microsoft Dynamics CRM

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

    JotForm + Microsoft Dynamics CRM

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

    JotForm + Microsoft Dynamics CRM

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

    JotForm + Microsoft Dynamics CRM

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

    JotForm + Microsoft Dynamics CRM

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

    JotForm + {{item.actionAppName}}

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

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

    Triggers
  • New Submission

    Triggers when a new submission has been added to a specific 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

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

How JotForm & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of JotForm and Microsoft Dynamics CRM

JotForm

JotForm is a web application that allows users to create and share online forms. The platform enables users to design, build and cplect the information they need to make informed decisions. Users get more than just a form; they get an online survey top that seamlessly integrates with various business applications such as Microsoft Dynamics CRM.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. cloud platform for sales, service and marketing professionals. It helps companies of all sizes and industries run their business better and drive increased revenue by enabling them to connect and share information faster.

Integration of JotForm and Microsoft Dynamics CRM

Being an online form creator, JotForm has the ability to integrate with other tops in the market so that users can have access to more features in one place. One of these integrations is with Microsoft Dynamics CRM. Once you integrate this two platforms, users are able to create forms that answer their business needs in real time. They can design their forms with the help of the free online top then easily pull in information from CRM into the forms in order to send it out in real time or in batches.

You can combine services across teams, departments, devices and channels using JotForm. Users are able to create any type of form using the tops provided by this online platform. You can also use Microsoft’s CRM for your business by integrating it with JotForm. By doing this, you will be able to create forms that will be sent directly into your CRM account without having to manually enter the data each time. This way, you will be able to save time and effort.

Benefits of Integration of JotForm and Microsoft Dynamics CRM

There are many benefits that come with the integration of JotForm and Microsoft Dynamics CRM. These include:

  • No need to re-enter data manually

As mentioned above, once you integrate these two platforms, users are able to create forms that will be sent directly into their CRM accounts without having to manually enter the data each time. This greatly reduces the time needed to perform certain tasks while improving efficiency at the same time.

  • Data can be accessed in real time or in batch

The integration between JotForm and CRM allows users to pull information from CRM to their forms in real time or in batches depending on what they want to do. For example, if you want to send out forms in batches, you can set it up so that the forms are automatically sent out once they are completed. Of course, this also applies when sending out forms in real time. Also, you can get real-time updates about customers’ needs through these forms since it is integrated with CRM. Thus, you can be sure that your company will always be up-to-date with what the customers need. This increases productivity and efficiency among your team members.

  • Allows users to easily create different types of forms

JotForm allows users to create any type of form using the tops available on its online platform. This way, you don’t have to worry about creating different types of forms; JotForm does it for you! As long as you know how to use Microsoft’s CRM, you can use JotForm as well. This integration makes it easy for people who may not know how to design different types of forms because it already has enough tops available for that purpose.

The process to integrate JotForm 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.