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Microsoft Dynamics CRM + Getform Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Getform

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Getform

Getform is a form backend management tool that lets you handle your web forms & submissions easily

Getform Integrations

Best Microsoft Dynamics CRM and Getform Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Sheets

    Getform + Google Sheets

    Save submissions from the Getform to a Google Sheets spreadsheet Read More...
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want a simple way to deliver all submission data to your Getform forms while also making it simple to sort, filter, and parse each entry? This integration does just that by delivering every form submission to a Google Sheets spreadsheet. Once the integration is active, new submissions on your Getform will be added to the first unoccupied row of the spreadsheet you specify.
    How It Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new row on Goggle Sheets spreadsheets
    Apps involved
    • Getform
    • Google Sheets
  • Microsoft Dynamics CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Getform in easier way

It's easy to connect Microsoft Dynamics CRM + Getform without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Dynamics CRM & Getform Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Getform as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Getform with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Getform

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM, also known as CRM, is a customer relationship management software. This product allows businesses to manage their customers through applications such as e-mail marketing campaigns. CRM allows the creation of campaigns through email that are targeted towards specific customers and based on their past actions.CRM has been used by companies such as General Electric who created an internal CRM to manage their customers. This system allowed for package tracking, online payments, and communication between employees and customers.The first version of Microsoft Dynamics CRM was released in March, 2003.

What is Getform?

GetForm is a marketing automation spution that allows users to create automated marketing campaigns through e-mails, phone calls, and text messages. The company claims that users can send out a million e-mails without using any extra computer resources.GetForm also has a visual editor that allows users to create marketing campaigns through drag and drop.

Integration of Microsoft Dynamics CRM and Getform

Microsoft Dynamics CRM and Getform integrate through the use of forms. These forms are then used to create the marketing campaigns. The forms are created in Microsoft Dynamics CRM but they are then sent through Getform to be completed and sent out.Microsoft Dynamics CRM sends over the customer information such as name, company name, phone number, and address to Getform. These forms are then sent out to the customer. Getform replies back with information about how many people opened up the email, which links were clicked, and if there was any kind of response to the email.Microsoft Dynamics CRM can also create forms and send them out through Getform. This is done by creating e-mail templates that are sent to different customers. The user can change the template for each customer’s needs. This allows for more personalized interactions between customers and businesses. For example, if a customer calls in for support about their order, the business could have this information already entered into the form that is sent out via Getform.

Benefits of Integration of Microsoft Dynamics CRM and Getform

The main benefit of integrating Microsoft Dynamics CRM and Getform is automation of processes. Through the automation of processes, companies can save time and money by automating repetitive processes such as sending out emails. The integration allows for more customized experiences between companies and their customers. Companies can better meet the needs of their customers because they will have more information about these customers stored in one place.

The process to integrate Microsoft Dynamics CRM and Getform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.