How to Connect WPForms with Microsoft Dynamics 365 CRM

WPForms integrations connect your forms with other essential tools and services. You can send your form entries to external platforms, allowing for automatic data transfer and action triggering.

When you set up an integration, WPForms creates a bridge between your form submissions and the chosen service. Sometimes WPForms has a direct integration or an addon. Sometimes you’ll need another service like WP Mail SMTP, Uncanny Automator, or Zapier.

WPForms integrations are helpful because you can automate a lot of the work you’re doing manually. For example, adding subscribers to email lists, creating customer records, or updating project management tools become automated tasks.

Yes! WPForms can integrate with your chosen email marketing tool so you can grow your mailing list faster.

WPForms connects with popular services like Mailchimp, Constant Contact, AWeber, and GetResponse. You can link your email marketing account to WPForms in just a few clicks.

• When someone fills out your form, their information is automatically added to your chosen email list.
• You can map form fields to your email marketing tool’s custom fields to collect detailed subscriber data.
• You can add subscribers to different segments based on their form responses.

For the fastest growth, we recommend that you add ad a signup checkbox to all the forms on your site. That way, users can opt in when they contact you.

WPForms offers hundreds of integrations that will help you to get more leads:

• CRM systems: WPForms integrates with popular Customer Relationship Management tools like Salesforce, HubSpot, and Pipedrive. These connections automatically send form submissions to your CRM, creating new leads or updating existing contacts.
• Marketing automation platforms: Integrations with tools like ActiveCampaign and Drip allow you to add leads to specific campaigns or automation sequences based on their form responses.
• Google Sheets: Integrating with Google Sheets let you log lead information in spreadsheets for easy tracking and analysis.
• Slack and WhatsApp: Get instant notifications about new leads, allowing your team to respond quickly.
• Webhooks: Send lead data to any system that accepts webhooks, allowing for custom integrations with your existing tools.

WPForms integrates with most popular payment gateways, allowing you to accept payments and donations directly through your forms.

• Stripe: Accept credit card payments directly on your site without redirecting users. This integration is available in WPForms Lite and any paid version.
• PayPal: Process payments from users easily with the PayPal Commerce addon.
• Square: Take payments online and sync with your in-person Square transactions.
• Authorize.Net: Use this trusted gateway for credit card and eCheck payments.

You can also set up recurring payments and subscriptions, or set up order forms without payment fields if you prefer to take payment offline.

WPForms Pro offers significantly more integrations compared to the Lite version.

• With WPForms Pro, you can connect with thousands of email marketing tools, CRMs, and payment gateways.
• With WPForms Lite, you get integration with Constant Contact and Stripe right out of the box.