Create Dynamics365 leads from Typeform responses
Capture every interested prospect in Dynamics365 as soon as they submit your Typeform.
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
Promising submissions sit in a form inbox while follow-up gets delayed or forgotten.
- Creates a lead without manual re-entry
- Summarizes intent for faster review
- Keeps new inquiries visible in one CRM
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Typeform to Dynamics lead.
- 3Tell Notis to create a Dynamics365 lead from each response and summarize the prospect's need.
- 4Pick Typeform New Form Response as the trigger and choose a report channel.
- 5Test with one real submission and review the run report.
Questions about this workflow
What happens when a response lacks contact details?
Tell Notis how to handle incomplete submissions, such as creating a lead with the available details or reporting it for review.
Can Notis qualify the lead?
Yes. Include your qualification criteria in the instruction, and Notis can summarize the response before creating the lead.
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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