Send form data to mapped fields in your Microsoft Dynamics CRM account. Actions and fields can be set up in just a few clicks.
Instantly create and update leads, opportunities, and contacts. Your team will never have to waste time on manual uploads again.
Use the data you gather from your forms and surveys to respond to opportunities faster and pull out useful insights on your customers.
Read this help article to learn how to set up the Microsoft Dynamics integration with Formstack Forms.
Seamlessly merge Microsoft Dynamics CRM data into custom documents based on the triggers you choose. Types of data you can merge include names, emails, addresses, descriptions, and more.
Create an automated process that generates documents for you. No paper required. Easily create custom proposals, quotes, presentations, and other sales documents.