Getting started

• Design forms
• Share forms
• Manage users
• Collect form data
• Configure notifications
• Handle form data in Power Automate
• Handle form data in Make
• Handle form data in Zapier
• Connect to Airtable
• Connect to SharePoint

User guide

• Toolbar
• Containers
• Controls
• Fields
• SharePoint fields
• Airtable fields
• Themes
• Validation
• JavaScript

Integrations

• Save and share
• Document generation
• Collaboration
• CRM
  • Salesforce
  • HubSpot CRM
  • Kommo
  • Dynamics 365 CRM
  • Dynamics 365 Business Central
• Social Networks

General

• YouTube
• Licensing
• Manage subscription
• Billing and payments
• Privacy policy
• Data protection and security
• Version history

Provisioning public forms with NuGet package

• Create and provision web forms programmatically
• Create a contact web form in Visual Studio

Examples

• Align fields to the right for Arabic, Hebrew and other languages
• Expense reimbursement form
• Online quiz and graphic results
• Online survey with Likert Scale and real-time charts
• Embed forms into Microsoft Teams

Documentation › CRM › Add records to Dynamics 365 CRM from Plumsail Form with MS Power Automate or Zapier

Add records to Microsoft Dynamics 365 CRM with MS Power Automate or Zapier

MS Power Automate

Add records, such as leads and contacts, to Microsoft Dynamics 365 CRM when someone submits Plumsail Form with MS Power Automate and Common Data Service connector.

Create a record in Dynamics 365 CRM when a Plumsail form is submitted

Important

The flow must be created in the same environment, where the CRM is located, or the Common Data Service connector won’t be available.

Zapier

Add records, such as leads and contacts, to Microsoft Dynamics 365 CRM when someone submits Plumsail Form with Zapier and Microsoft Dynamics 365 CRM connector.

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