Connect Typeform and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entry
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Typeform and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entry
Triggers when a form is submitted
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 Typeform integrations.
Create an Empty Form
Creates a new empty form.
Duplicate an Existing Form
Duplicates an existing form
Lookup Responses
Look up responses for a given criteria
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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Step by step guides to integrate Typeform and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Typeform and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Typeform triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Typeform data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Typeform and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Typeform and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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