Dynamics 365 form integration
Send every form fill to Dynamics 365 as a lead, matched by email so there are no duplicates. Then each lead books a meeting before leaving the page.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Dynamics 365
Tags show the plan a workflow starts on.
A lead for each fill
StarterEach fill makes a Dynamics 365 lead, or finds the one with that email first.
Map the fields
StarterMatch each question to a Dynamics 365 field, like name, email, phone and company.
No duplicates
StarterThe same person filling twice is one lead in Dynamics 365, and a send that runs again updates the one it made.
A link back
StarterEach fill in Claritia links to its lead in Dynamics 365.
Book on the same page
After the form, the lead picks a time with the right person on your team.
Never lost
StarterEvery fill is saved in Claritia first. If Dynamics 365 is busy, the send tries again on its own.
Connect Dynamics 365 in a few minutes
- 01
Connect Dynamics 365
Go to Settings, then Integrations, and sign in with Dynamics 365. No API keys.
- 02
Pick it on a form
Open the form's Sync tab, add Dynamics 365 and match each question to a field.
- 03
Publish
New fills go to Dynamics 365 as they come in, and the sync log shows each one.
Forms to start with
Each one is a real form you can fill in now, ready to send to Dynamics 365.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
PipedriveA person for each fill
AttioA person for each fill
CloseA lead for each fill
Zoho CRMA lead for each fill
GoHighLevelA contact for each fill
FreshsalesA contact for each fill
CopperA person for each fill
KeapA contact for each fill
monday CRMA lead for each fill
OmniscientLeads and owners, both waysQuestions
Something else? hello@tryclaritia.com
Which plan has the Dynamics 365 integration?
Starter and up, from $15/seat/month. On Free, fills can go out by webhook or CSV.
Does it make duplicate leads?
No. Claritia looks for the email in Dynamics 365 first, so the same person is one lead.
What does Claritia send to Dynamics 365?
The fields you map in the form's Sync tab, like name, email, phone and company. Each fill in Claritia links to its lead.
What happens if Dynamics 365 is down?
Every fill is saved in Claritia first. The send to Dynamics 365 tries again on its own, and you can send it again from the sync log.