Microsoft Dynamics 365 CRM + Heyflow Integration

Integrate Heyflow to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each submission handled. Enrich and qualify leads, create contacts in your CRM, alert your team, and trigger follow-ups 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
  • Heyflow
    Response is received in Heyflow Instant
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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 Heyflow + Microsoft Dynamics 365 CRM Integration

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

Most popular automationsmost-popular-automations
Heyflow + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Heyflow response

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

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

Capture leads from Heyflow, sync them to Microsoft Dynamics 365 CRM, notify your team in Slack, update spreadsheets, and trigger email follow-ups. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Heyflow
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SlackSlack (4)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
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ZoomZoom (4)
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Google SheetsGoogle Sheets (4)
+
Microsoft OutlookMicrosoft Outlook (4)
H
M
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Add every Heyflow response as a Microsoft Dynamics 365 CRM lead, and notify your sales team instantly on Slack
Every Heyflow submission creates a Microsoft Dynamics 365 CRM lead instantly while your Slack sales channel gets notified, so your team never misses a new prospect.
H
M
S
When a new Microsoft Dynamics 365 CRM lead is created from a Heyflow response, update your CRM contacts and alert your team on Slack
New Microsoft Dynamics 365 CRM leads generated from Heyflow trigger contact updates and team alerts in Slack automatically.
H
M
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Create a Microsoft Dynamics 365 CRM contact from every Heyflow response, and post the details in your Slack channel
New Heyflow responses generate Microsoft Dynamics 365 CRM contacts while broadcasting the submission summary to Slack.
H
M
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Use ChatGPT to qualify every Heyflow response. If it matches your criteria, create a Microsoft Dynamics 365 CRM lead and notify your team on Slack
ChatGPT analyses Heyflow responses for buyer fit before creating Microsoft Dynamics 365 CRM leads and alerting Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Heyflow

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
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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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Heyflow
Heyflow Triggers & Actions
Instant
Response is received in Heyflow
Triggers the automation when a response is submitted
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No action is available

What can you automate with Heyflow + Microsoft Dynamics 365 CRM?

Turn form responses into CRM records, route inquiries intelligently, and eliminate manual data entry across your workspace.

What you can automate?
Create Microsoft Dynamics 365 CRM leads from Heyflow responses
Instantly turn every new form submission or interaction in Heyflow into a fully populated lead record in Microsoft Dynamics 365 CRM, eliminating manual data entry entirely.
📝
Map every custom field and answer
Transfer all submitted form fields from Heyflow directly into corresponding Microsoft Dynamics 365 CRM contact and lead properties without missing detailed inputs.
🔔
Alert your sales team immediately
Trigger instant notifications in Slack or email whenever a high-value Heyflow response creates a new Microsoft Dynamics 365 CRM record.
🔀
Route leads based on submitted answers
Send enterprise inquiries to senior sales reps in Microsoft Dynamics 365 CRM while routine submissions route to standard queues automatically.
🔄
Keep CRM records current as data changes
Ensure Microsoft Dynamics 365 CRM profiles reflect the latest updates whenever repeat respondents submit new information through your Heyflow flows.
🔍
Prevent duplicate records with smart search
Search existing Microsoft Dynamics 365 CRM contacts before creation, updating records when matches exist or creating new ones otherwise.
📋
Handle lifecycle and stage updates
Trigger downstream actions in Microsoft Dynamics 365 CRM when leads reach specific conversion milestones or update their account status.
📊
Sync submissions with Google Sheets
Send every Heyflow response to Google Sheets for tracking while simultaneously creating your Microsoft Dynamics 365 CRM lead.
And much more...

Who is Heyflow + Microsoft Dynamics 365 CRM integration for?

Connect Heyflow and Microsoft Dynamics 365 CRM to eliminate manual data entry, accelerate lead follow-ups, and keep your customer records perfectly synchronised across teams.

Performance marketers
Performance marketers
Sales teams
Sales teams
Agency account managers
Agency account managers
Customer success leads
Customer success leads
Business development reps
Business development reps
Operations managers
Operations managers
📈
Performance marketers
You're running interactive flows in Heyflow to capture prospective buyers, but your CRM contacts only update when someone manually exports submissions, so the lead counts you review are always outdated — with this integration, every new response lands in Microsoft Dynamics 365 CRM instantly and your pipeline stays current.
🎯
Sales teams
You're relying on Heyflow to gather inbound queries, but reps find out about hot leads hours later through scattered notifications, so potential deals stall before the first call — automating both apps means every submission creates a CRM lead immediately so your team can follow up while interest is high.
🤝
Agency account managers
You're collecting client onboarding details through Heyflow forms, but compiling them into Microsoft Dynamics 365 CRM by hand takes hours every week, so reporting to stakeholders always lags behind actual progress — this integration means every client submission populates your CRM records automatically without manual data entry.
Customer success leads
You're processing high volumes of client feedback via Heyflow flows, but tracking submissions across spreadsheets alongside Microsoft Dynamics 365 CRM creates blind spots, so client requests slip through the cracks — connecting these apps means every customer response updates your CRM records reliably.
🚀
Business development reps
You're driving inbound traffic to Heyflow conversion flows, but waiting on manual handoffs to create Microsoft Dynamics 365 CRM records delays outreach, so competitors reach prospects first — automating both apps means every qualified submission triggers instant lead creation in your CRM.
📊
Operations managers
You're managing lead intake through Heyflow, but discrepancies between form data and Microsoft Dynamics 365 CRM records lead to incomplete customer histories, so audits become painful guesswork — with this integration, every submission syncs flawlessly into your CRM database.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Heyflow

Build and manage your Microsoft Dynamics 365 CRM + Heyflow 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 + Heyflow with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Heyflow to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Heyflow to Microsoft Dynamics 365 CRM instantly using 1-click automations on Integrately, or use Integrately AI to build custom workflows linking Slack, Google Sheets, and 1,500+ other apps.
How can I automatically create leads in Microsoft Dynamics 365 CRM from Heyflow responses?
Frequently Asked Questions
Can I connect Heyflow, Microsoft Dynamics 365 CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Heyflow and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Heyflow handle form responses during CRM synchronization?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM manage lead creation and updates?
Frequently Asked Questions
Can I automate Heyflow and Microsoft Dynamics 365 CRM without coding?
Frequently Asked Questions
Is the Heyflow and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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