Look up Dynamics365 leads from Typeform responses
Give follow-up the right CRM context before anyone starts a new conversation.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Dynamicscrm get a lead
Dynamicscrm get a lead
Why this helps
Respondents may already exist in the CRM, causing duplicate outreach and missed history.
- Checks existing CRM context first
- Reduces duplicate follow-up
- Highlights the next useful action
Setup
Build it in a few focused steps.
- 1Connect Typeform and Dynamics365 in Notis once.
- 2Create an automation named Typeform lead lookup.
- 3Tell Notis to use each response to find a matching Dynamics365 lead and summarize the recommended next action.
- 4Select Typeform New Form Response and choose a report channel.
- 5Test with one response that references an existing lead.
Questions about this workflow
What identifies the lead?
Specify the identifier available in the form, such as email or a CRM reference, and ask Notis to report when it is missing.
Does this create a lead if none is found?
This workflow only looks up leads. Add that behavior explicitly if you want a separate creation workflow.
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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