Connect Microsoft Dynamics CRM and Jotform
Integrate Microsoft Dynamics CRM with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Form Questions from Jotform when New Invoice in Microsoft-dynamics-crm
List Forms from Jotform when New Invoice in Microsoft-dynamics-crm
List Form Questions from Jotform when New Case/Incident in Microsoft-dynamics-crm
Create Submission in Jotform when New Lead in Microsoft-dynamics-crm
List Forms from Jotform when New Case/Incident in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Jotform flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
Jotform
Automatically do this!
Create Form
List Forms
Create Submission
List Form Questions
Add Question
List Form Questions from Jotform when New Invoice in Microsoft-dynamics-crm
Use this flowList Forms from Jotform when New Invoice in Microsoft-dynamics-crm
Use this flowList Form Questions from Jotform when New Case/Incident in Microsoft-dynamics-crm
Use this flowCreate Submission in Jotform when New Lead in Microsoft-dynamics-crm
Use this flowList Forms from Jotform when New Case/Incident in Microsoft-dynamics-crm
Use this flowCreate Submission in Jotform when New Invoice in Microsoft-dynamics-crm
Use this flowCreate Submission in Jotform when New Contact in Microsoft-dynamics-crm
Use this flowAdd Question to Jotform when New Case/Incident in Microsoft-dynamics-crm
Use this flowList Form Questions from Jotform when New Lead in Microsoft-dynamics-crm
Use this flowList Forms from Jotform when New Opportunity in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Jotform.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Create Order
Creates a new order
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Dynamics CRM and Jotform workflows.
Learn how to automate Microsoft Dynamics CRM and Jotform workflows.
Learn how to automate Microsoft Dynamics CRM and Jotform workflows.
Learn how to automate Microsoft Dynamics CRM and Jotform workflows.
Learn how to automate Microsoft Dynamics CRM and Jotform workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Jotform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and Jotform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Jotform. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Jotform, and a separate workflow where Jotform triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
