Adam Anderly

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Gravity Forms + Microsoft Dynamics CRM

September 2, 2015 By Adam 5 Comments

I’ve been hard at work on a brand new WordPress plugin that brings you easy web-to-lead and web-to-contact forms for Microsoft Dynamics CRM through the powerful Gravity Forms plugin for WordPress.

At my company, Saint Systems, we have a non-profit client that uses Office 365 and Microsoft Dynamics CRM plus WordPress for their front-end website. Initially we searched for an existing plugin, add-on or integration between Gravity Forms and Dynamics CRM to no avail. So, we decided to build one and scratch our own itch.

Gravity Forms Dynamics CRM Add-On

The result is the Gravity Forms Dynamics CRM Add-On – a WordPress plugin that allows you to quickly integrate Gravity Forms with Microsoft Dynamics CRM. Easily create leads or contacts in Microsoft Dynamics CRM when a form is submitted.

Key Features

  • Quickly and easily integrate with Dynamics CRM when a form is submitted.
  • Create a lead in Dynamics CRM when a form is submitted.
  • Create a contact in Dynamics CRM when a form is submitted.
  • Update a lead in Dynamics CRM when a form is submitted.
  • Update a contact in Dynamics CRM when a form is submitted.
  • Choose a Dynamics CRM user as the lead or contact owner.
  • Avoid duplicates by checking for existing leads and contacts by email address.
  • Use Gravity Forms built-in Conditional Logic to only integrate with Dynamics CRM when you want to!

We’re planning on an October 2015 release and are anxious to get it in your hands. The plugin is now available for purchase.

Find out more about it on the Gravity Forms Dynamics CRM Add-On product page.

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Filed Under: WordPress, WordPress Plugins Tagged With: CRM, Dynamics, Dynamics CRM, Gravity Forms, Microsoft Dynamics CRM, WordPress

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