Metaforms + Microsoft Dynamics 365 Integrations
Put Metaforms + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Metaforms and Microsoft Dynamics 365
See the kind of workflows teams build with Metaforms and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Metaforms + Microsoft Dynamics 365
When a new form response arrives in Metaforms, sync the submission details to Microsoft Dynamics 365 CRM.
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Metaforms, automatically create or update their contact profile and log the activity in Microsoft Dynamics 365.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Metaforms, automatically create a new sales deal in Microsoft Dynamics 365 so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Microsoft Dynamics 365, automatically instruct Metaforms to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Metaforms and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Metaforms and Microsoft Dynamics 365
Everything Metaforms and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Metaforms Explore Metaforms →
Metaforms is an AI-powered form builder that generates interactive forms, surveys, and conversational data collection tools.
TriggersTriggers when a new form response is received.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
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Customer Stories
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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Metaforms + Microsoft Dynamics 365
Is there a pre-built Metaforms + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Metaforms and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Metaforms or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Metaforms or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Metaforms are immediately passed to Microsoft Dynamics 365 as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Metaforms, details and interaction logs can automatically update contact profiles or deal stages in Microsoft Dynamics 365.