Elementor Forms + Microsoft Dynamics 365 CRM Integration

Integrate Elementor Forms to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create leads and contacts in your CRM, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Elementor Forms
    Form is submitted in Elementor Forms Instant
  • 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
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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 Elementor Forms + Microsoft Dynamics 365 CRM Integration

Capture form submissions, create leads in your CRM, keep customer records updated, alert your sales team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Elementor Forms + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Elementor Forms form submission

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

Plus, all of the information from the Elementor Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Elementor Forms - 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 Elementor Forms + Microsoft Dynamics 365 CRM flow

Connect form submissions and CRM records to your email marketing, calendar scheduling, and team communication tools. Pick a combination and activate it in one click.

Elementor Forms
Microsoft Dynamics 365 CRM
+
WordPressWordPress (3)
+
MailchimpMailchimp (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
E
M
W
Add every Elementor Forms submission to Microsoft Dynamics 365 CRM, and create a user in WordPress.
Every form entry immediately creates a lead in Microsoft Dynamics 365 CRM and sets up a user account in WordPress without manual data entry.
E
M
W
If an Elementor Forms submission meets your criteria, create a lead in Microsoft Dynamics 365 CRM and publish a post in WordPress.
Qualified form submissions automatically generate CRM leads and update your WordPress site with new content at the same time.
E
M
W
Create a contact in Microsoft Dynamics 365 CRM from Elementor Forms submissions, and update the matching user profile in WordPress.
Keep customer contact details synchronised across Microsoft Dynamics 365 CRM and WordPress whenever a new form entry arrives.

Supported triggers and actions for Elementor Forms and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Elementor Forms
Elementor Forms Triggers & Actions
Instant
Form is submitted in Elementor Forms
Triggers the automation when a form is filled
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No action is available
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
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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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What can you automate with Elementor Forms + Microsoft Dynamics 365 CRM?

Streamline your lead capture and CRM updates with automated workflows built for modern teams.

What you can automate?
🚀
Create CRM leads from every form submission
Turn website form entries into active leads in Microsoft Dynamics 365 CRM automatically the moment a user submits a form.
📋
Capture every submitted form field accurately
Map all custom fieldsets, sections, and conditional inputs into your CRM records rather than just basic names and email addresses.
🔔
Alert your sales team immediately
Notify team channels or specific reps the second a high-value submission hits your website.
🔀
Route submissions based on form answers
Apply conditional logic to direct specific leads to designated account managers or different pipeline stages.
🔄
Keep customer contact records updated
Sync ongoing profile changes and new form data directly to existing accounts without creating duplicate records.
🔍
Search and update existing records
Check if a contact or account already exists in your CRM before creating a new entry, preventing clutter.
🏷️
Manage follow-up stages and statuses
Update opportunity and lead stages in your CRM automatically as prospects move through your sales funnel.
🔗
Extend your workflow to marketing tools
Connect your core form and CRM data to email marketing platforms like Mailchimp or team chat apps like Slack in one click.
And much more...

Who is Elementor Forms + Microsoft Dynamics 365 CRM integration for?

Connecting Elementor Forms and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring every lead, submission, and contact reaches your sales team without delay.

Sales managers
Sales managers
Inbound sales reps
Inbound sales reps
Client success teams
Client success teams
Marketing directors
Marketing directors
Account executives
Account executives
Operations leads
Operations leads
📈
Sales managers
You're reviewing conversion metrics and lead volume, but your CRM records only update when someone manually exports form entries, so the pipeline counts you're reporting against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your tracking data stays current.
Inbound sales reps
You need to act fast on incoming website inquiries, but you find out about new leads hours after submission because form data sits unmonitored in WordPress — integrating these apps means every prospect appears in your CRM immediately and you can reach out while interest is peak.
🤝
Client success teams
You answer to stakeholders who want to see live updates on onboarding requests, but manual status logging leaves gaps in your reporting history — automating both apps means every form entry creates an accurate record and your clients see prompt progress.
📊
Marketing directors
The volume of campaign sign-ups is too high for anyone to keep up by hand, leading to missed contacts and unassigned leads — connecting these apps means every submission populates your CRM records automatically without human bottlenecks.
🔄
Account executives
You own the outreach stage and depend on marketing to hand over prospect details, but manual data transfers cause dropped leads and lost opportunities — with this integration, every form submission flows straight into your pipeline so you can start outreach without delay.
🗂️
Operations leads
You need a reliable customer history, but copy-pasting form details into separate systems keeps introducing missing fields and duplicate entries — automating both apps means your database maintains clean contact records and complete audit trails.
Our team

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Why choose Integrately to automate Elementor Forms + Microsoft Dynamics 365 CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Elementor Forms + Microsoft Dynamics 365 CRM 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?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Elementor Forms to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Elementor Forms to Microsoft Dynamics 365 CRM in 1 click using ready templates or Integrately AI. Pair them with tools like WordPress, Mailchimp, Slack, and 1,500+ other apps easily.
Can I automatically create Microsoft Dynamics 365 CRM leads from Elementor Forms submissions?
Frequently Asked Questions
Can I connect Elementor Forms, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Elementor Forms and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How do form fields map from Elementor Forms into Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update existing Microsoft Dynamics 365 CRM contacts when a form is submitted?
Frequently Asked Questions
Do I need coding skills to automate Elementor Forms and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Elementor Forms and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
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