Microsoft Dynamics 365 CRM + Zoho Forms Integration

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

Free foreverFree forever.
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
  • Zoho Forms
    Form is sumbitted in Zoho Forms Instant
Arrow Right
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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Zoho Forms Integration

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

Most popular automationmost-popular-automations
Zoho Forms + Microsoft Dynamics 365 CRM Integration

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

When someone completes your Zoho 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 Zoho Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Zoho Forms - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
See more
  • 1of1
Got a different task in mind? Describe it

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

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

Sync form data to email marketing tools, schedule follow-up meetings, or notify your team instantly when a new response arrives. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zoho Forms
+
Microsoft OutlookMicrosoft Outlook (5)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
Z
M
M
Create a Microsoft Dynamics 365 CRM lead from every Zoho Forms submission, and send a confirmation email in Microsoft Outlook.
New form submissions create leads in Microsoft Dynamics 365 CRM instantly while sending an email notification via Microsoft Outlook.
Z
M
M
When a Zoho Forms submission arrives, create a contact in Microsoft Dynamics 365 CRM and send a welcome message in Microsoft Outlook.
Keep Microsoft Dynamics 365 CRM updated with every Zoho Forms contact and send immediate emails via Microsoft Outlook.
Z
M
M
If a Zoho Forms submission indicates enterprise interest, create an account in Microsoft Dynamics 365 CRM and send a priority alert in Microsoft Outlook.
Route high-value Zoho Forms entries straight into Microsoft Dynamics 365 CRM and alert executives using Microsoft Outlook.
Z
C
M
M
Use ChatGPT to summarise every Zoho Forms submission, create a case in Microsoft Dynamics 365 CRM, and send the brief via Microsoft Outlook.
Summarise support requests from Zoho Forms using ChatGPT, log a case in Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook.
Z
M
M
When a Microsoft Dynamics 365 CRM lead is updated from a Zoho Forms entry, send a status update in Microsoft Outlook.
Notify stakeholders via Microsoft Outlook whenever Microsoft Dynamics 365 CRM records change following a Zoho Forms submission.

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

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
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 →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
Try it →
Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
Try it →
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it →
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it →
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it →
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it →
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it →
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it →
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it →
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it →
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
Zoho Forms
Zoho Forms Triggers & Actions
Instant
Form is sumbitted in Zoho Forms
Triggers the automation when a form is filled
Try it →
No action is available

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

Streamline your data collection and CRM management by connecting Zoho Forms submissions directly to Microsoft Dynamics 365 CRM operations.

What you can automate?
Turn every form submission into a CRM lead
Automatically capture data from Zoho Forms and create new lead records in Microsoft Dynamics 365 CRM the moment a user hits submit. Remove manual transcription work from your daily routine.
📋
Capture every submitted form field
Map custom questionnaire answers and dropdown selections from Zoho Forms into corresponding Microsoft Dynamics 365 CRM fields. Keep detailed submission histories inside your CRM.
🔔
Alert your team instantly on new entries
Notify sales reps or support agents the second a Zoho Forms submission arrives in Microsoft Dynamics 365 CRM. Ensure fast follow-ups for high-value prospects.
🔀
Route submissions based on form answers
Create different record types in Microsoft Dynamics 365 CRM depending on user selections in Zoho Forms. Direct enterprise queries and standard requests to the right pipelines.
🔄
Keep contact records up to date
Automatically update existing Microsoft Dynamics 365 CRM contacts when returning users submit new information through Zoho Forms. Maintain accurate client histories.
🛡️
Prevent duplicate contact entries
Search existing Microsoft Dynamics 365 CRM records before creating new contacts from Zoho Forms submissions. Keep your database clean and organized.
📌
Log support cases from customer tickets
Convert support request submissions in Zoho Forms into active support cases within Microsoft Dynamics 365 CRM. Track service issues efficiently.
💬
Extend your workflow to team communication apps
Trigger Microsoft Dynamics 365 CRM and Zoho Forms automations while simultaneously sending instant update messages to your team on Slack.
And much more...

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

Connecting Microsoft Dynamics 365 CRM and Zoho Forms eliminates manual data entry, ensuring every form submission instantly becomes an actionable CRM record for your team.

Sales Operations Teams
Sales Operations Teams
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Marketing Directors
Marketing Directors
Business Development Reps
Business Development Reps
Data Compliance Officers
Data Compliance Officers
📈
Sales Operations Teams
You manage incoming lead pipelines in Microsoft Dynamics 365 CRM, but your web form entries sit in Zoho Forms until someone manually exports them, so your pipeline reports are always outdated — with this integration, every new submission creates a CRM lead instantly and your pipeline stays current.
Customer Support Leads
You rely on Zoho Forms to collect user inquiries, but support cases in Microsoft Dynamics 365 CRM are created hours later, delaying response times — automating both apps means every query populates your support queue immediately so agents can act without delay.
🤝
Account Managers
You track client onboarding data across Microsoft Dynamics 365 CRM accounts, but manual copy-pasting from Zoho Forms introduces typos and missing records — connecting these apps means every form entry populates your accounts accurately for stakeholder reviews.
📊
Marketing Directors
You run campaigns driving high volumes of Zoho Forms submissions, but high traffic creates data backlogs before reaching Microsoft Dynamics 365 CRM — automating your workflow means high-volume responses sync seamlessly without manual transcription.
🎯
Business Development Reps
You depend on timely handoffs from inbound Zoho Forms entries to start outreach in Microsoft Dynamics 365 CRM, but notification delays cost you deals — this integration means every prospective submission alerts your team the moment it lands.
📁
Data Compliance Officers
You audit customer contact records in Microsoft Dynamics 365 CRM, but gaps appear when Zoho Forms data is missed during manual transfers — this integration means your historical logs remain complete and verifiable across your database.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

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

Build and manage your Microsoft Dynamics 365 CRM + Zoho Forms 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 + Zoho Forms 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zoho Forms?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zoho Forms instantly using 1-click workflows or Integrately AI. With 42,000+ active users and support for Microsoft Outlook, Mailchimp, and HubSpot, setup takes just minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from Zoho Forms submissions?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zoho Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zoho Forms?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contacts from Zoho Forms?
Frequently Asked Questions
Can Zoho Forms trigger updates in Microsoft Dynamics 365 CRM accounts?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zoho Forms?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zoho Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Microsoft Dynamics 365 CRM or Zoho Forms With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales tools, accounting software, and analytics platforms to manage your enterprise pipeline.
Zoho Forms
Popular Zoho Forms Integrations
Sync Zoho Forms with spreadsheets, email marketing apps, and cloud storage to keep form data moving across your stack.