Microsoft Dynamics 365 CRM + 123FormBuilder Integration

Integrate 123FormBuilder to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create leads and contacts in your CRM, update accounts, and trigger team notifications automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • 123FormBuilder
    Submission is created in 123FormBuilder
  • 123FormBuilder
    Form is created in 123FormBuilder
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for 123FormBuilder + Microsoft Dynamics 365 CRM Integration

Capture submissions, create leads in your CRM, update accounts, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
123FormBuilder + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new 123FormBuilder submission

When someone completes your 123FormBuilder, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the 123FormBuilder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a 123FormBuilder - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your 123FormBuilder + Microsoft Dynamics 365 CRM flow

Send follow-up emails, sync customer data, notify team channels, and manage documents right after your CRM updates. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
123FormBuilder
+
Microsoft OutlookMicrosoft Outlook (5)
+
MailchimpMailchimp (5)
+
HubSpotHubSpot (5)
+
SlackSlack (5)
+
ZoomZoom (5)
+
Google DriveGoogle Drive (5)
1
M
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Add every 123FormBuilder submission to Microsoft Dynamics 365 CRM as a lead, and send a welcome email in Microsoft Outlook
New form submissions create leads in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook sends a welcome email to the contact, removing manual data entry.
1
M
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Log every 123FormBuilder submission in Microsoft Dynamics 365 CRM and notify your sales team via Microsoft Outlook
Form entries instantly generate CRM leads and trigger team notification emails in Microsoft Outlook so nothing slips through the cracks.
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When a 123FormBuilder submission arrives, search for existing contacts in Microsoft Dynamics 365 CRM and email updates using Microsoft Outlook
Check for existing CRM contacts using 123FormBuilder submissions and send status updates via Microsoft Outlook without manual lookups.
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Turn 123FormBuilder submissions into Microsoft Dynamics 365 CRM accounts and send internal briefings through Microsoft Outlook
Create new accounts in Microsoft Dynamics 365 CRM from 123FormBuilder submissions and distribute internal briefing notes via Microsoft Outlook.
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Create Microsoft Dynamics 365 CRM cases from 123FormBuilder support forms and notify support leads in Microsoft Outlook
Support submissions generate Microsoft Dynamics 365 CRM cases automatically while Microsoft Outlook alerts your support supervisors.

Supported triggers and actions for Microsoft Dynamics 365 CRM and 123FormBuilder

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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123FormBuilder
123FormBuilder Triggers & Actions
Submission is created in 123FormBuilder
Triggers the automation when a new form is submitted
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Form is created in 123FormBuilder
Triggers the automation when a new form is created
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No action is available

What can you automate with 123FormBuilder + Microsoft Dynamics 365 CRM?

Streamline your form-to-CRM workflows by automating lead generation, contact syncing, and data updates.

What you can automate?
📋
Create CRM leads from form submissions
Turn every 123FormBuilder submission into a new lead in Microsoft Dynamics 365 CRM automatically the moment a user submits your website form.
📝
Capture every submitted form field
Map all custom form answers from 123FormBuilder into corresponding Microsoft Dynamics 365 CRM lead fields instead of just basic contact info.
🔔
Alert your team instantly on new entries
Send immediate notifications through connected communication channels the second a prospect completes your 123FormBuilder form.
🔀
Route leads based on submitted values
Perform different CRM actions in Microsoft Dynamics 365 CRM depending on specific selections made in your 123FormBuilder form fields.
🔄
Keep Microsoft Dynamics 365 CRM records updated
Automatically update existing contacts, accounts, or leads in Microsoft Dynamics 365 CRM when matching 123FormBuilder submissions arrive.
🔍
Search and update instead of creating duplicates
Check if an account or contact exists in Microsoft Dynamics 365 CRM before creating a new record from your 123FormBuilder form entry.
🎫
Manage support cases from form tickets
Convert incoming 123FormBuilder support requests into active cases in Microsoft Dynamics 365 CRM for fast customer issue resolution.
📁
Extend workflows to connected apps
Trigger downstream actions in supporting apps like Slack or Microsoft Outlook immediately after your Microsoft Dynamics 365 CRM record is created.
And much more...

Who is 123FormBuilder + Microsoft Dynamics 365 CRM integration for?

Teams handling inbound web submissions and CRM data management benefit from automated lead creation, instant notifications, and elimination of manual data entry.

Sales operations analysts
Sales operations analysts
Inside sales representatives
Inside sales representatives
Client account managers
Client account managers
Customer support teams
Customer support teams
Field sales executives
Field sales executives
CRM administrators
CRM administrators
📈
Sales operations analysts
You're pulling form entries from 123FormBuilder to analyze campaign conversion rates, but manual exports leave your CRM pipeline reporting hours behind — this integration means every new lead lands in Microsoft Dynamics 365 CRM instantly and your dashboard metrics stay current.
Inside sales representatives
You rely on rapid outreach to inbound prospects, but delayed notifications mean you find out about high-value form submissions too late — with this integration, every submission creates a CRM lead immediately and alerts your team without delay.
🤝
Client account managers
You answer to stakeholders who expect prompt onboarding updates following new client registrations, but manual data transfers cause reporting gaps — this integration means every form entry populates Microsoft Dynamics 365 CRM accurately for seamless progress tracking.
📊
Customer support teams
You manage high volumes of incoming support tickets submitted through web forms, but keeping records updated by hand causes bottlenecks — automating both apps means every inquiry generates a CRM case instantly and your support queue stays organized.
🔄
Field sales executives
You depend on inbound marketing leads handed over from web forms, but manual handoffs create frustrating delays in your daily schedule — connecting these apps means every submission populates your CRM pipeline instantly so you can start outreach right away.
🛡️
CRM administrators
You need a reliable history of customer interactions without missing records or duplicate entries in your database — with this integration, every 123FormBuilder submission creates clean, standardized records in Microsoft Dynamics 365 CRM automatically.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + 123FormBuilder

Build and manage your Microsoft Dynamics 365 CRM + 123FormBuilder automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + 123FormBuilder with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect 123FormBuilder to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect 123FormBuilder to Microsoft Dynamics 365 CRM using 1-click automations on Integrately. Choose a ready workflow or ask Integrately AI to build your integration with popular apps like Slack, HubSpot, and Google Drive in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from 123FormBuilder submissions?
Frequently Asked Questions
Can I connect 123FormBuilder, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for 123FormBuilder and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are form fields mapped from 123FormBuilder to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update existing contacts in Microsoft Dynamics 365 CRM from 123FormBuilder submissions?
Frequently Asked Questions
Do I need coding skills to automate 123FormBuilder and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the 123FormBuilder and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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