Microsoft Dynamics 365 CRM + Typeform Integration

Integrate Microsoft Dynamics 365 CRM to Typeform in one click, or tell Integrately AI how you want each submission handled. Collect responses, create and update your leads and contacts, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Typeform
    Form is submitted in Typeform Instant
  • Typeform
    Form is created in Typeform
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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
  • Typeform
    Search form in Typeform
  • Typeform
    Create an empty form in Typeform
  • Typeform
    Search response in Typeform
  • Typeform
    Get form by id in Typeform
  • Typeform
    Duplicate form in Typeform

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Typeform Integration

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

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

Create Microsoft Dynamics 365 CRM contact for new Typeform form submission

When someone completes your Typeform, 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 Typeform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Typeform - 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 Microsoft Dynamics 365 CRM + Typeform flow

Send follow-up emails, update mailing lists, manage deals, and notify your team after your core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Typeform
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
StripeStripe (4)
T
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Add every new Typeform submission to Microsoft Dynamics 365 CRM as a lead, and send a confirmation email in Microsoft Outlook
Typeform submissions become new leads in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook sends a confirmation email to the respondent.
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When a lead is created in Microsoft Dynamics 365 CRM from a Typeform response, search form in Typeform and notify your team in Microsoft Outlook
New leads created in Microsoft Dynamics 365 CRM trigger a form search in Typeform and an alert email in Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM contact is updated, search response in Typeform and send a summary email in Microsoft Outlook
Updated Microsoft Dynamics 365 CRM contacts pull the latest Typeform response data and email a summary through Microsoft Outlook.
T
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Use Claude to evaluate every Typeform submission, create a lead in Microsoft Dynamics 365 CRM, and email the briefing in Microsoft Outlook
Claude reviews Typeform responses before creating a Microsoft Dynamics 365 CRM lead and emailing the brief via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Typeform

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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Typeform
Typeform Triggers & Actions
Instant
Form is submitted in Typeform
Triggers the automation when a form is filled
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Form is created in Typeform
Triggers the automation when a new form is created
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Search form in Typeform
Searches for a form
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Create an empty form in Typeform
Creates a new empty form
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Search response in Typeform
Searches for a response
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Get form by id in Typeform
Retrieves a form by its id
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Duplicate form in Typeform
Creates a copy of the existing form
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What can you automate with Microsoft Dynamics 365 CRM + Typeform?

Connect form submissions directly to your CRM pipeline to eliminate manual data entry and speed up response times.

What you can automate?
🎯
Turn every form submission into a CRM lead
Capture prospective client inquiries from your smart online forms and generate new lead records in your CRM automatically the moment the form is sent.
📝
Capture every submitted response field
Map all custom form questions, contact details, and survey answers into your CRM database instead of just basic names and email addresses.
🔔
Notify your sales team instantly
Send instant alerts and channel messages the second a high-value prospect completes your form so your team can engage immediately.
🔀
Route leads based on submitted answers
Create different workflows depending on whether a respondent selects enterprise tier, standard pricing, or specific support needs.
🔄
Keep contact records up to date
Automatically update existing CRM contacts and account records whenever a returning user submits a new form or updates their information.
🔍
Search and prevent duplicate entries
Search existing CRM records before creating new entries to ensure your database remains clean and free of duplicate leads.
💼
Manage opportunities and cases
Trigger opportunity updates, create service cases, or log sales orders whenever specific form responses indicate new business or support requests.
💬
Extend workflows to messaging tools
Connect your core form submission flow with Slack, email, or marketing platforms to keep your entire company aligned on inbound activity.
And much more...

Who is Microsoft Dynamics 365 CRM + Typeform integration for?

Sales and marketing teams relying on form data need immediate lead creation and pipeline visibility without manual data entry.

Operations analysts
Operations analysts
Sales representatives
Sales representatives
Account managers
Account managers
Marketing teams
Marketing teams
Sales operations leads
Sales operations leads
Customer success managers
Customer success managers
📈
Operations analysts
You pull form metrics for weekly stakeholder reviews, but manual exports delay reporting so your dashboards are always working with stale figures — this integration means every new submission updates your records instantly and your reports stay current.
Sales representatives
You need to follow up with inbound leads the moment they submit an inquiry, but delayed manual entry means you find out about prospects hours later — with this integration, every new submission triggers instant lead creation so you can reach out right away.
🤝
Account managers
You answer to clients who want to see intake progress and onboarding form statuses, but scattered notes leave gaps in your updates — this integration means every form response flows directly into your CRM so client records are always complete.
🌊
Marketing teams
The volume of campaign submissions is too high for anyone to keep up by hand, leading to missed prospects and untracked engagement — automating both apps means every form response is captured as a lead instantly without manual backlog.
🔄
Sales operations leads
You depend on form data from marketing campaigns to assign accounts, but delayed handoffs stall your outreach workflow — with this integration, contact details and leads sync automatically across systems the second the form is sent.
📋
Customer success managers
You need a reliable history of customer feedback and intake requirements, but manual copy-pasting leaves gaps in your client profiles — automating both apps means every submission is logged accurately with zero missing records.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Typeform

Build and manage your Microsoft Dynamics 365 CRM + Typeform 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 + Typeform 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 Microsoft Dynamics 365 CRM to Typeform?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Typeform instantly using 1-click workflows or by asking Integrately AI to set up your automation. It integrates smoothly with apps like Microsoft Outlook, Mailchimp, HubSpot, Calendly, Slack, and Stripe for extended workflows.
Can I automatically create Microsoft Dynamics 365 CRM leads from Typeform submissions?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Typeform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Typeform?
Frequently Asked Questions
How are lead records handled between Microsoft Dynamics 365 CRM and Typeform?
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 integrate Microsoft Dynamics 365 CRM and Typeform?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Typeform integration free?
Frequently Asked Questions
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