Contact Form 7 Dynamics CRM

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Send Contact Form 7, CRM Perks Forms and many other contact form submissions to dynamics crm.

Author:CRM Perks (profile at wordpress.org)
WordPress version required:3.8
WordPress version tested:6.5
Plugin version:1.1.5
Added to WordPress repository:29-10-2018
Last updated:07-04-2024
Rating, %:98
Rated by:18
Plugin URI:https://www.crmperks.com/plugins/contact-form...
Total downloads:6 640
Active installs:300+
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Contact Form 7 Dynamics CRM Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries and many other popular contact form plugins to Dynamics CRM. Learn more at crmperks.com

How to Setup

  • Go to “Dynamics CRM Accounts” tab and add new account.
  • Go to “Dynamics CRM Feeds” tab , create new feed.
  • Map required Dynamics CRM fields to contact form 7 fields.
  • Send your test entry to Dynamics CRM.
  • Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.

Dynamics CRM On-premises

Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.

Connect Microsoft Dynamics CRM account

Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts

Map Microsoft Dynamics CRM fields

In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.

Filter contact form 7 submissions

Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input. For example , only send that entry to Dynamics CRM which contains work email address.

Manually send entries to Dynamics CRM

Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form. You can manually send contact form submissions to Dynamics CRM.

Dynamics CRM logs

View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.

Send Data As Dynamics CRM object Notes

Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.

Create Or Update Contact in Dynamics CRM

If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.

Why we built this plugin

Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM. You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.

Premium Version Features.

This plugin has a Premium version which comes with several additional benifits Contact Form Dynamics CRM.

  • Custom fields particularly Phone Number fields of Dynamics CRM.
  • Dynamics CRM Custom entities.
  • Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
  • Add a lead to Campaign in Dynamics CRM.
  • Assign Owner to contact, account, lead, case or order.
  • Google Analytics Parameters and Geolocation of a visitor who submitted the form.
  • Lookup lead’s email using email lookup apis.
  • Verify lead’s phone number and get detailed information about phone number using phone lookup apis.
  • 20+ premium addons

Want to send data to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Need Woocommerce Dynamics CRM Plugin ?

We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

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