Gravity Forms Dynamics CRM

Description

Gravity Forms Dynamics CRM Add-on automatically sends form submissions to Dynamics CRM Online when someone submits a form. Learn more at crmperks.com

Gravity Forms Dynamics CRM Add-on Setup

  • Go to Forms -> Settings -> Dynamics CRM then add new account.
  • Go to Forms -> select any form -> Settings -> Dynamics CRM then create new feed.
  • Map required Dynamics CRM fields to Gravity Forms form fields.
  • Send your test entry to Dynamics CRM.
  • Go to Forms -> select any form -> Settings -> Dynamics CRM Logs and verify previously sent entries.

Dynamics CRM On-premises

Gravity Forms Dynamics CRM Add-on only supports Microsoft Dynamics CRM Online.

Connect Dynamics 365 crm account

Connect any gravity forms fields to Dynamics CRM account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts.

Mapping Dynamics CRM fields

Simply select any Dynamics CRM object(Contact, Company etc) then map gravity forms form fields to Dynamics CRM object fields.

Filter Gravity Forms Dynamics CRM submissions

Either send all gravity forms entries to Dynamics CRM or filter entries sent to Dynamics CRM based on user input. For example , only send that entry to Dynamics CRM which contains work email address.

Manually send entries to Dynamics CRM

Automatically Send gravity forms submissions to Dynamics CRM when user submits 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 and easily resend gravity forms submission to Dynamics CRM.
Error Reporting

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

Send Data As Dynamics CRM object Notes

if a contact form has fields which can not be mapped to any Dynamics CRM contact fields, So you can send such fields as Dynamics CRM contact note.

Create Or Update Contact in Dynamics CRM

If a contact already exists in Dynamics CRM, update it otherwise create a new contact.

Premium Version Features.

Following features are available in premium version Gravity Forms Dynamics CRM add-on Pro.

  • Custom fields particularly Phone Number fields fields.
  • Dynamics CRM custom objects.
  • Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
  • Add a lead to Campaign in Dynamics CRM.
  • when a user submit a form, you can save gclid, utm parameters and Geo location.
  • Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
  • 20+ premium addons

Gravity forms Dynamics CRM add-on

Easily integrate Gravity Forms to Dynamics CRM with this free Gravity Forms Dynamics CRM add-on. You can Create/Update a contact, company or Order in Dynamics CRM crm when anyone submits a contact form on your site.

Want to send Gravity Forms data to a different crms

We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions

Need Dynamics CRM Plugin for Woocommerce ?

We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

Screenshots

  • Connect your Dynamics CRM Account to Gravity Forms.
  • Map required Dynamics CRM fields.
  • Gravity Forms Dynamics CRM logs.
  • Manually Send Gravity Forms entry to Dynamics CRM.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get visitors's gclid , utm parameters, geolocation, browser and OS (Premium feature).

FAQ

Need free Support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How i can connect gravity forms to Dynamics CRM

Gravity forms is a popular form builder, connecting Dynamics CRM to gravity forms is very easy with this free Gravity Forms Dynamics CRM add-on. When any customer submits a form, you can create/update a contact in Dynamics CRM crm.

Gravity forms Dynamics CRM Integration

You can easily connect Gravity forms and Dynamics CRM with this free plugin. When anyone submits a form, you can add this as a contact in Dynamics CRM.

Reviews

August 10, 2021
I've been fighting a client's Zapier integration with MS Dynamics for over a year. When Zapier MS Dynamics connection broke, I gave CRM Perks a try. I'm so happy that I did. The connection with MS Dynamics is vastly superior to the methodology being used by Zapier. Plus the interface for building the data feed is super intative. I'll be using CRM Perks with my clients for now on.
July 9, 2021
The plugin is phenomenal and just what we needed to integrate our form with Dynamics. What's even better is their support is out of this world!! When I needed help, they walked me through step-by-step what I needed to do and continually followed up. This team is amazing and you should definitely work with them.
March 4, 2021
This plugin perfectly feeds our Gravity Forms data straight into our Microsoft Dynamics 365 CRM system. Happy to see the support team behind is very responsive when we need some help!
December 17, 2020
We've had a few hiccups with the plugin (which - to be fair - can be expected as technologies change), but they have been very responsive, helpful and quick to make resolutions. Thanks!
December 11, 2020
The plugin works but the connection key constantly resets. So every 1-3 months your forms will start giving errors and won't collect the information. You will have to go in and reconnect with dynamics and reset all the forms every time! I sent an email about this and they know about the issue but won't fix it. I would try to find another plugin instead.
Read all 13 reviews

Contributors & Developers

“Gravity Forms Dynamics CRM” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.8

  • fixed “debug xss” issue.

1.0.7

  • fixed class not found issue.

1.0.6

  • fixed dynamics crm order status issue.

1.0.5

  • added hook for modifying data before posting to crm.
  • fixed “Do not update entry” feature.

1.0.4

  • fixed marketing materials field.

1.0.3

  • fixed decimal field.

1.0.2

  • fixed lead assignment issue.

1.0.1

  • fixed dynamics crm decimal field.

1.0.0

  • Initial release.