Automatically route Google Forms submissions into Dynamics 365 as leads, cases, or master data updates. Stop copying form responses into your ERP manually. Let Redbird AI sync, validate, and map submissions directly into the right records and workflows.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When prospects submit inquiry or contact forms, Redbird creates qualified leads in Dynamics 365 Sales with proper ownership assignment. Form metadata maps to custom fields, tags are applied based on responses, and duplicate detection runs against existing contacts.
Event registration submissions automatically create or update contacts in Dynamics 365 and associate them with the correct marketing campaign. Redbird handles deduplication, enriches records with submission timestamps, and triggers follow-up workflows in your CRM.
Customer support forms instantly become cases in Dynamics 365 Customer Service with correct priority, category, and queue assignment. Redbird parses form text for keywords to auto-classify issues and attach relevant account context from your ERP.
Vendor onboarding and update forms automatically sync to supplier master data in Dynamics 365 Finance. Redbird validates tax IDs, bank details, and addresses against ERP formatting rules before updating records, flagging exceptions for review.
Generate personalized Google Forms links with customer names, account numbers, and transaction history pre-populated from Dynamics 365. Redbird creates unique form URLs with encrypted parameters, reducing friction and improving response rates.
When Google Forms submissions meet revenue, geography, or product interest thresholds defined in Dynamics 365 rules, Redbird creates urgent leads and notifies account owners. Form data enriches records with source attribution and qualification scores pulled from your CRM logic.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Google Forms with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Dynamics 365 entity schemas and Google Forms question structures, intelligently mapping form fields to ERP records without custom code.
Redbird maps form responses to Dynamics 365 entities like leads, contacts, accounts, and cases automatically. It understands option sets, lookup fields, required attributes, and validation rules in your ERP. When form structures change or new questions are added, Redbird adapts field mappings and prompts you when manual decisions are needed. No webhooks to configure or middleware to maintain.
faster than building form-to-ERP sync with Power Automate or Zapier
Redbird can pull from Dynamics 365 and Google Forms simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Google Forms.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Google Forms, or from Google Forms back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any form submission or ERP event, and update records in either system with full context.
Fires when a new lead record is created in Dynamics 365 Sales.
Triggers when contact fields are modified, with filters for specific attribute changes.
Fires when a customer service case moves to a new status or priority level.
Add new account records or update existing ones with deduplication logic.
Open new customer service cases with form files attached and proper routing.
Move sales opportunities through pipeline stages based on form responses or external triggers.
Fires immediately when any user submits a response to your Google Form.
Triggers when submitted answers meet specific conditions like score thresholds or keyword matches.
Fires when the form structure changes, prompting field mapping review in Redbird.
Generate personalized form links with answers pre-populated from external data sources.
Modify existing form responses in the connected Google Sheet with enriched data.
Remove specific submissions from response data when duplicates or test entries are detected.
Stop manually entering Google Forms submissions into Dynamics 365. Redbird AI syncs form data directly into your ERP with intelligent mapping, validation, and routing—no code required.