How to Send weForms Data to Dynamics 365 Sales

Dynamics 365 Sales is a CRM that helps you manage contacts and track interactions. Here is how to pipe weForms submission straight into Dynamics 365 Sales using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers submission data straight from WordPress to Dynamics 365 Sales. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with weForms installed and configured.
• A Dynamics 365 Sales account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Dynamics 365 Sales to AFI

Dynamics 365 Sales uses OAuth 2.0 for authentication. In AFI → Settings → Dynamics 365 Sales, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it weForms to Dynamics 365 Sales.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

3. Select Dynamics 365 Sales as the destination

Choose Dynamics 365 Sales from the platform dropdown and pick Add Lead. This creates a lead in Dynamics 365 Sales.

4. Map fields

Match each Dynamics 365 Sales field on the left to the corresponding weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in weForms. Check Dynamics 365 Sales to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Dynamics 365 Sales with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect weForms to Dynamics 365 Sales in minutes.