Microsoft Dynamics 365 CRM + Formidable Forms Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Formidable Forms submissions?

Yes, you can create a Microsoft Dynamics 365 CRM lead automatically whenever a new form is submitted in Formidable Forms. Start with a ready workflow in 1 click or use Integrately AI to customise your lead mapping.

Q: Can I connect Formidable Forms, Microsoft Dynamics 365 CRM, and Slack?

Yes, you can connect Formidable Forms, Microsoft Dynamics 365 CRM, and Slack in a single multi-step workflow. Form submissions create leads in your CRM while instantly notifying your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Formidable Forms and Microsoft Dynamics 365 CRM?

Integrately is a top-rated alternative for connecting Formidable Forms and Microsoft Dynamics 365 CRM. It offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Formidable Forms data map into Microsoft Dynamics 365 CRM?

Formidable Forms submission data maps directly into Microsoft Dynamics 365 CRM fields when a form is submitted. There's a ready template — start from the Formidable Forms and Microsoft Dynamics 365 CRM integration.

Q: Can I update existing Microsoft Dynamics 365 CRM contacts when a form is submitted?

Yes, you can update existing Microsoft Dynamics 365 CRM contacts when a form is submitted. There's a ready template — start from the Formidable Forms and Microsoft Dynamics 365 CRM integration.

Q: Do I need coding skills to automate Formidable Forms and Microsoft Dynamics 365 CRM?

No coding skills are required to connect Formidable Forms and Microsoft Dynamics 365 CRM. You can use ready automation templates or describe your exact workflow to Integrately AI.

Q: Is the Formidable Forms and Microsoft Dynamics 365 CRM integration free?

The Formidable Forms and Microsoft Dynamics 365 CRM integration is available with a free forever plan on Integrately. You can start building automations instantly without a credit card.

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

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Free forever.

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Form is submitted in Formidable Forms Instant
Form is deleted in Formidable Forms Instant

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM

Trusted by experts at...

Ready Workflows for Formidable Forms + Microsoft Dynamics 365 CRM Integration

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

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

When someone completes your Formidable 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 Formidable Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formidable Forms - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When Form is submitted in Formidable Forms > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Formidable Forms + Microsoft Dynamics 365 CRM Integration

Activate

When Form is submitted in Formidable Forms > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Formidable Forms + Microsoft Dynamics 365 CRM Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formidable Forms + Microsoft Dynamics 365 CRM flow

Send submission data to your content systems, notify your team across messaging channels, log rows in spreadsheets, and trigger customer emails after your CRM syncs. Pick a combination and activate it in one click.

WordPress (4)

Microsoft Teams (4)

Slack (4)

Google Sheets (4)

Gmail (4)

Mailchimp (4)

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and publish a draft post in WordPress.

Formidable Forms submissions instantly generate Microsoft Dynamics 365 CRM leads and draft WordPress posts without manual data entry.

Notify your editors in WordPress whenever a Formidable Forms submission creates a new Microsoft Dynamics 365 CRM contact.

Keep your editorial team informed in WordPress when Formidable Forms creates a new Microsoft Dynamics 365 CRM contact.

If a Formidable Forms submission indicates a partnership request, create a Microsoft Dynamics 365 CRM account and publish a WordPress review page.

Route partnership form submissions from Formidable Forms into Microsoft Dynamics 365 CRM accounts and draft dedicated WordPress pages.

Use Claude to summarise Formidable Forms feedback, create a Microsoft Dynamics 365 CRM case, and publish a WordPress log entry.

Claude summarises Formidable Forms feedback to create a Microsoft Dynamics 365 CRM case and publish a WordPress log entry.

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and notify your sales channel in Microsoft Teams.

New Formidable Forms submissions create Microsoft Dynamics 365 CRM leads and alert your Microsoft Teams sales channel instantly.

Create a Microsoft Dynamics 365 CRM contact from every Formidable Forms registration, and send a welcome notice in Microsoft Teams.

Formidable Forms registrations create Microsoft Dynamics 365 CRM contacts and post welcome notifications in Microsoft Teams.

If a Formidable Forms submission indicates enterprise scope, create a Microsoft Dynamics 365 CRM account and alert executives in Microsoft Teams.

Enterprise Formidable Forms submissions generate Microsoft Dynamics 365 CRM accounts and executive alerts in Microsoft Teams.

Use Gemini to categorise Formidable Forms support requests, create a Microsoft Dynamics 365 CRM case, and notify support in Microsoft Teams.

Gemini categorises Formidable Forms support requests to create a Microsoft Dynamics 365 CRM case and alert Microsoft Teams.

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and notify your sales channel in Slack.

Formidable Forms submissions create Microsoft Dynamics 365 CRM leads and alert your Slack sales channel instantly.

Create a Microsoft Dynamics 365 CRM contact from every Formidable Forms sign-up, and alert your support team in Slack.

Formidable Forms sign-ups generate Microsoft Dynamics 365 CRM contacts and post notifications to Slack.

If a Formidable Forms submission indicates a high budget, create a Microsoft Dynamics 365 CRM opportunity and alert leadership in Slack.

High-budget Formidable Forms submissions create Microsoft Dynamics 365 CRM opportunities and urgent Slack alerts.

Use ChatGPT to analyse Formidable Forms feedback, create a Microsoft Dynamics 365 CRM case, and post a summary in Slack.

ChatGPT analyses Formidable Forms feedback to create a Microsoft Dynamics 365 CRM case and post a summary in Slack.

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and log the details in Google Sheets.

Formidable Forms submissions populate Microsoft Dynamics 365 CRM leads and record spreadsheet rows in Google Sheets automatically.

Create a Microsoft Dynamics 365 CRM contact from every Formidable Forms registration, and update tracking in Google Sheets.

Formidable Forms registrations create Microsoft Dynamics 365 CRM contacts and update Google Sheets tracking rows.

If a Formidable Forms submission is a VIP signup, create a Microsoft Dynamics 365 CRM account and log it in a VIP Google Sheets tab.

VIP Formidable Forms signups generate Microsoft Dynamics 365 CRM accounts and dedicated Google Sheets entries.

Use Claude to extract lead scoring from Formidable Forms data, create a Microsoft Dynamics 365 CRM lead, and log it in Google Sheets.

Claude extracts lead scoring from Formidable Forms data to create a Microsoft Dynamics 365 CRM lead and log it in Google Sheets.

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and send a confirmation email via Gmail.

Formidable Forms submissions create Microsoft Dynamics 365 CRM leads and trigger confirmation emails through Gmail.

Create a Microsoft Dynamics 365 CRM contact from every Formidable Forms registration, and send welcome instructions via Gmail.

Formidable Forms registrations create Microsoft Dynamics 365 CRM contacts and dispatch welcome emails via Gmail.

If a Formidable Forms submission requests a demo, create a Microsoft Dynamics 365 CRM opportunity and send scheduling details via Gmail.

Demo requests via Formidable Forms generate Microsoft Dynamics 365 CRM opportunities and automated scheduling emails via Gmail.

Use Perplexity to draft a personalised response to Formidable Forms inquiries, create a Microsoft Dynamics 365 CRM lead, and send it via Gmail.

Perplexity drafts personalised responses to Formidable Forms inquiries to create a Microsoft Dynamics 365 CRM lead and send via Gmail.

Create a Microsoft Dynamics 365 CRM lead from every Formidable Forms submission, and add the subscriber to Mailchimp.

Formidable Forms submissions create Microsoft Dynamics 365 CRM leads and add new subscribers to Mailchimp lists automatically.

Create a Microsoft Dynamics 365 CRM contact from every Formidable Forms newsletter signup, and update Mailchimp tags.

Formidable Forms newsletter signups generate Microsoft Dynamics 365 CRM contacts and update Mailchimp subscriber tags.

If a Formidable Forms submission selects a specific interest, create a Microsoft Dynamics 365 CRM account and add them to a segmented Mailchimp list.

Interest-based Formidable Forms submissions create Microsoft Dynamics 365 CRM accounts and segmented Mailchimp audience entries.

Use Gemini to categorise Formidable Forms subscriber feedback, create a Microsoft Dynamics 365 CRM contact, and update Mailchimp.

Gemini categorises Formidable Forms subscriber feedback to create a Microsoft Dynamics 365 CRM contact and update Mailchimp.

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

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Try it →

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Try it →

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Try it →

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

Try it →

Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

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

Try it →

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Try it →

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

Try it →

Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

Try it →

Formidable Forms Triggers & Actions

Instant

Form is submitted in Formidable Forms

Triggers the automation when a form is filled

Try it →

Instant

Form is deleted in Formidable Forms

Triggers the automation when a form is deleted

Try it →

What can you automate with Formidable Forms + Microsoft Dynamics 365 CRM?

Streamline your lead capture, eliminate manual data entry, and keep your CRM and marketing tools perfectly synchronised.

Get Started For Free

⚡

Create CRM leads instantly from form submissions

Automatically generate a new lead in Microsoft Dynamics 365 CRM the exact moment a user submits a form in Formidable Forms. Eliminate manual copying and accelerate your sales team's response times.

📋

Capture every submitted form field

Map all custom form inputs, dropdown choices, and text responses from Formidable Forms straight into your Microsoft Dynamics 365 CRM lead or contact records without losing important customer details.

🔔

Alert your team the moment leads arrive

Notify your sales or support channels in Slack or Microsoft Teams automatically whenever a new Formidable Forms entry creates a record in Microsoft Dynamics 365 CRM.

🔀

Route leads based on submitted form answers

Set up conditional rules to create different lead types, accounts, or opportunities in Microsoft Dynamics 365 CRM depending on specific selections made in your Formidable Forms submission.

🔄

Keep your CRM records up to date continuously

Ensure your Microsoft Dynamics 365 CRM database reflects the latest customer information by automatically updating existing contact or account records when matching submissions occur.

🔍

Search and update instead of creating duplicates

Check your Microsoft Dynamics 365 CRM database for existing records before creating new entries, preventing duplicate contacts and keeping your CRM clean and organised.

📊

Handle later customer status changes and updates

Trigger automated workflows when customer accounts, opportunities, or support cases change stages in Microsoft Dynamics 365 CRM to keep external tracking tools synchronised.

📈

Extend your workflow to Google Sheets or email

Connect your core Formidable Forms and Microsoft Dynamics 365 CRM workflow to Google Sheets, Gmail, or Mailchimp to archive submission data and trigger automated customer emails.

And much more...

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

Teams connecting Formidable Forms and Microsoft Dynamics 365 CRM eliminate manual data entry, accelerate lead response times, and keep CRM records synchronised without writing code.

Performance marketers

Sales representatives

Account managers

Customer support teams

Operations managers

Data analysts

📈

Performance marketers

You're running campaigns driving traffic to your Formidable Forms landing pages but your CRM lead counts only update when someone manually exports entries, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new form submission creates a lead instantly and your pipeline data stays current.

⚡

Sales representatives

You rely on rapid outreach to convert inbound prospects but website submissions sit unwatched in WordPress until someone checks the database manually, so hot leads grow cold before anyone reaches out — with this integration, every new form submission creates a CRM lead instantly and your team can follow up right away.

🤝

Account managers

You manage client onboarding details submitted through custom website forms but copying data across systems leads to missing fields and delayed handoffs, so stakeholders question project readiness — with this integration, every form submission populates your CRM records automatically and your onboarding pipeline stays transparent.

🎧

Customer support teams

You handle high volumes of support inquiries submitted via website forms but manual ticket creation causes backlogs and customer frustration, so service level agreements are missed — with this integration, every form submission generates a CRM case instantly and your support queue stays organised.

⚙️

Operations managers

You oversee data flow between website plugins and enterprise CRMs but manual syncing mistakes create duplicate records and data silos, so reporting remains unreliable — with this integration, every form submission updates your CRM database seamlessly and your operational records remain accurate.

📋

Data analysts

You audit lead generation performance and pipeline health but fragmented records between form plugins and your CRM leave recurring gaps in your historical reports, so forecasting is compromised — with this integration, every form submission creates structured CRM entries and your historical audit trails stay complete.

Try This Integration – No Code Needed

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

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

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

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.

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Frequently Asked Questions

How do I connect Formidable Forms to Microsoft Dynamics 365 CRM?

You can connect Formidable Forms to Microsoft Dynamics 365 CRM in 1 click using Integrately. Choose a ready automation template or use Integrately AI to set up your workflow alongside apps like Slack, Google Sheets, and Gmail.

Can I automatically create Microsoft Dynamics 365 CRM leads from Formidable Forms submissions?

Can I connect Formidable Forms, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Formidable Forms and Microsoft Dynamics 365 CRM?

How does Formidable Forms data map into Microsoft Dynamics 365 CRM?

Can I update existing Microsoft Dynamics 365 CRM contacts when a form is submitted?

Do I need coding skills to automate Formidable Forms and Microsoft Dynamics 365 CRM?

Is the Formidable Forms and Microsoft Dynamics 365 CRM integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Formidable Forms or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Formidable Forms Integration

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

Trusted by experts at...

Ready Workflows for Formidable Forms + Microsoft Dynamics 365 CRM Integration

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

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

When Form is submitted in Formidable Forms > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Form is submitted in Formidable Forms > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formidable Forms + Microsoft Dynamics 365 CRM flow

Send submission data to your content systems, notify your team across messaging channels, log rows in spreadsheets, and trigger customer emails after your CRM syncs. Pick a combination and activate it in one click.

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

Mix and match to build the exact automation you need

What can you automate with Formidable Forms + Microsoft Dynamics 365 CRM?

Streamline your lead capture, eliminate manual data entry, and keep your CRM and marketing tools perfectly synchronised.

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

Teams connecting Formidable Forms and Microsoft Dynamics 365 CRM eliminate manual data entry, accelerate lead response times, and keep CRM records synchronised without writing code.

Did you know?

Our team can create automations for you... At no extra cost!

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

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Formidable Forms or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Formidable Forms Integration

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

Trusted by experts at...

Ready Workflows for Formidable Forms + Microsoft Dynamics 365 CRM Integration

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

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

When Form is submitted in Formidable Forms > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Form is submitted in Formidable Forms > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formidable Forms + Microsoft Dynamics 365 CRM flow

Send submission data to your content systems, notify your team across messaging channels, log rows in spreadsheets, and trigger customer emails after your CRM syncs. Pick a combination and activate it in one click.

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

Mix and match to build the exact automation you need

What can you automate with Formidable Forms + Microsoft Dynamics 365 CRM?

Streamline your lead capture, eliminate manual data entry, and keep your CRM and marketing tools perfectly synchronised.

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

Teams connecting Formidable Forms and Microsoft Dynamics 365 CRM eliminate manual data entry, accelerate lead response times, and keep CRM records synchronised without writing code.

Did you know?

Our team can create automations for you... At no extra cost!

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

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Formidable Forms or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click