Microsoft Dynamics is an enterprise resource planning and customer relationship management software. Showcasing a portfolio of business applications that empowers your organization to deliver operational excellence and delight every customer.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ |
What does this integration do?
- Create a Lead in Microsoft Dynamics 365.
OR
- Create an Account in Microsoft Dynamics 365.
- Create an Opportunity in Microsoft Dynamics 365
What data is transferred into Microsoft Dynamics 365?
Contact Details:
- First Name
- Last Name
- Phone
- Mobile Phone
- Company Name
- Job Title
- Website
- Street Address
- Street 2
- Street 3
- City
- State
- Postal Code
- Country/Region
Variable Fields:
- Account Name (Use if setting up Accounts/Opportunities)
- Topic