Dynamics CRM for Gravity Forms

Connect Dynamics 365 account

Connect gravity forms to Dynamics CRM by Oauth 2.0 method. you can connect multiple Dynamics CRM accounts to Gravity Forms.

Dynamics CRM feeds

Create a feed for sending gravity forms data to Dynamics CRM, Select any Dynamics CRM entity(contact, lead etc) in feed then Map gravity forms form fields to Dynamics CRM entity fields. You can send multiple form fields to one CRM field.

Dynamics CRM fields

Addon supports all types of Dynamics 365 fields like picklist, muli-picklist and files. directly import field options from Dynamics 365 in case of dropdown fields.

Filter Gravity Forms entries

Either send all contact form submissions to Dynamics CRM or send specific submissions based on user input. For example , only send those form entries to Dynamics CRM which belong to specific countries.

Manually send entries to Dynamics CRM

Addon automatically send gravity forms submissions to Dynamics CRM when a user submits a form. Also, you can manually send gravity forms submissions to Dynamics CRM.

Gravity Forms Dynamics CRM logs

View a detailed log of each gravity forms submission Whether sent or not sent to Dynamics CRM , You can easily resend any entry to Dynamics CRM.

Full Synchronization

All Gravity Forms entries are fully synchronized with Dynamics CRM. If you update an entry that entry’s record will be updated in Dynamics CRM.

Error Reporting

If there is an error while sending data to Dynamics CRM an email containing the error details will be sent to the specified email.

Send Data As Notes

Send multiple contact form fields as Dynamics CRM entity note. like adding form data in notes list of contacts or lead.