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Gravity Forms Dynamics CRM Add-on sends Gravity Forms entries to Dynamics CRM Online.
WP Gravity Forms Dynamics CRM is a WordPress plugin designed to integrate Gravity Forms with Microsoft Dynamics CRM Online. It automatically sends form submissions to Dynamics CRM when a user submits a form, allowing for streamlined data management.
The plugin requires you to set up a connection to your Dynamics CRM account and map the necessary fields from Gravity Forms to Dynamics CRM objects. It also includes features for filtering submissions, viewing logs, and error reporting, making it suitable for users who need to manage customer data efficiently.
Best for: This plugin is best for users who utilize Gravity Forms and need to integrate their data with Microsoft Dynamics CRM Online.
What it does well
Where it falls short
WP Gravity Forms Dynamics CRM offers a straightforward solution for integrating form submissions with Dynamics CRM. It is particularly useful for businesses looking to enhance their customer relationship management processes.
CRM Perks's own description of WP Gravity Forms Dynamics CRM, lightly tidied.
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 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.
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