Capture Typeform demo requests as Dynamics365 leads
Make every demo request ready for a focused first conversation.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Demo requests arrive without enough context, forcing sales to reconstruct the story before replying.
- Creates a ready-to-review lead
- Adds useful discovery context
- Helps sales prioritize follow-up
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Demo request lead.
- 3Describe the information to summarize and ask Notis to create a Dynamics365 lead for each demo request.
- 4Choose Typeform New Form Response and a report destination.
- 5Test with one demo request.
Questions about this workflow
What if timing is not provided?
Notis can leave that detail out and report that it was missing, unless you specify another handling rule.
Can I prioritize larger companies?
Yes. Include your priority criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Dynamics365. A trigger fires from one place; an action lands in another.
Typeform triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Form Response
Triggers when a respondent completes and submits the form.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Typeform and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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