Plugin / Gravity Forms Dynamics CRM
CRM Perks.Description
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
Ratings
Rating breakdown
Details Information
Version
First Released
Total Downloads
Wordpress Version
Tested up to:
Require PHP Version:
Tags
Contributors
Languages
The plugin hasn't been transalated in any language other than English.
DIRECTORY DISCLAIMER
The information provided in this THEME/PLUGIN DIRECTORY is made available for information purposes only, and intended to serve as a resource to enable visitors to select a relevant theme or plugin. wpSocket gives no warranty of any kind, express or implied with regard to the information, including without limitation any warranty that the particular theme or plugin that you select is qualified on your situation.
The information in the individual theme or plugin displayed in the Directory is provided by the owners and contributors themselves. wpSocket gives no warranty as to the accuracy of the information and will not be liable to you for any loss or damage suffered by you as a consequence of your reliance on the information.
Links to respective sites are offered to assist in accessing additional information. The links may be outdated or broken. Connect to outside sites at your own risk. The Theme/Plugin Directory does not endorse the content or accuracy of any listing or external website.
While information is made available, no guarantee is given that the details provided are correct, complete or up-to-date.
wpSocket is not related to the theme or plugin, and also not responsible and expressly disclaims all liability for, damages of any kind, arising out of the use, reference to, or reliance on, any information or business listed throughout our site.