Connect KwesForms and Microsoft Dynamics CRM
Integrate KwesForms with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Form Created in KwesForms
Create Contact in Microsoft-dynamics-crm when New Form Created in KwesForms
Create Opportunity in Microsoft-dynamics-crm when New Form Created in KwesForms
Create Lead in Microsoft-dynamics-crm when New Form Created in KwesForms
Create Case/Incident in Microsoft-dynamics-crm when New Form Created in KwesForms
Popular KwesForms + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
KwesForms
When this happens...
New Form Created
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Form Created in KwesForms
Use this flowCreate Contact in Microsoft-dynamics-crm when New Form Created in KwesForms
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Form Created in KwesForms
Use this flowCreate Lead in Microsoft-dynamics-crm when New Form Created in KwesForms
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Form Created in KwesForms
Use this flowCreate Order in Microsoft-dynamics-crm when New Form Created in KwesForms
Use this flowGet All Websites from KwesForms when New Account in Microsoft-dynamics-crm
Use this flowGet Website Details from KwesForms when New Account in Microsoft-dynamics-crm
Use this flowCreate Website with KwesForms when New Account in Microsoft-dynamics-crm
Use this flowCreate Form in KwesForms when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between KwesForms and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form Created
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
Do thisActions
Action is the task that follows automatically within your KwesForms integrations.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
Create Website
Create a new website with a given name.
Create Form
Create a new form for a selected website.
Create Account
Creates a new account
Create Contact
Creates a new contact
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate KwesForms and Microsoft Dynamics CRM workflows.
Learn how to automate KwesForms and Microsoft Dynamics CRM workflows.
Learn how to automate KwesForms and Microsoft Dynamics CRM workflows.
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About KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
Learn moreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KwesForms and Microsoft Dynamics CRM 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 KwesForms and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where KwesForms triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in KwesForms. 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 KwesForms and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KwesForms and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
