Click HereCreate Personalized form pro survey
Click HereCreate Anonymous form pro survey
Create Power Automate flow to map Forms pro Survey with Lead entity
- In our previous post, we created a Forms pro survey and embedded it in our website contact us page.
- In this page, we will capture survey response answers with lead entity fields i.e First name , Last Name, Email, phone number, Organization.
Step 6: Create new Power automate Flow When Forms pro Survey response is created
- New Flow -> Name it as per requirement, I kept ” convert survey response to Lead”
- Now Select Action as “When a record is created”
Step 7: Get Survey Response question answers Details in power Automate flow
- Click Create -> Select Environment for which forms pro survey was created and Entity to map
- Next step while be selecting connector, here we will not select Forms Pro, but Microsoft forms as a connector to get the response details
- After selecting Action it will ask to select Survey and then will ask for Identifier which after some research found it need an expression to convert SourceResponseidenifer (you will find value in the record, each record has unique value)
- int(triggerBody()?[‘msfp_sourceresponseidentifier’])
Step 8: Create Lead and Map Survey Question response with lead fields
- Add new step -> select connector Common data service -> Action as Create a new Record
- Select environment -> Entity
- Now map Lead fields with Get response details field
Step 9: Now we will update Forms Pro Survey response with Regarding field and subject
- Adding a new step to update a record in dynamics 365
- Select Environment -> entity -> and identifier of survey response on which flow was triggered
- Mapping all other fields i.e recipient name, email, and regarding field as a lead
Testing Lead creation
