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Submitting a form via PowerAutomate/Flow

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Posted on by LudovicoLavini

Hi all, I'm trying to send an instant email confirmation to users, when they enter the system. The email must be sent via a customer journey, as we want to preserve analytics.

What we currently do is this

the user gets added to the Leads database via PowerAutomate
a contact is created
A dynamic segment containing the contact is created
a customer journey sends out a confirmation email containing a brochure

Unfortunately the email gets sent out after 15-20 minutes, when the segment refreshes

A good way to solve it would be to use a marketing form, as that trigger is instantaneous, but we cannot do so because of the way the data is inserted into the CRM. So I'm trying to create a new form submission via PowerAutomate, in order to have the trigger triggered.

The submission gets created correctly, and I can see in the related contact info, but the trigger is not processed.

How should I make my flow in order for it to create a working form submission?

Thank you in advance!

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Nya 29,060 on at

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Hi,

Sorry for I cannot fully understand your needs.

By user enter the system do you mean user log in to the system or the user enter the necessary information into the form and submit?

If you mean the latter one, here is an article about how to use the Flow to capture web form submissions in Dynamics.

(+) Using Microsoft Flow to capture web form submissions in Dynamics - Microsoft Dynamics CRM Community

Please see if this helps with your question?

Or try to provide me with more details of your requirements.

Looking forward to your reply.

Best Regards,

Nya

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LudovicoLavini 5 on at

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Hi Nya, thank you for your reply!

Basically, I have to send an instant email when a lead appears on Dynamics. I do am using PowerAutomate to do so, but in that way I can't trigger the "form submission" in a customer journey, so I was trying to create the form submission manually via PowerAutomate, to no avail.

Hope this is clearer!

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Nya 29,060 on at

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Hi,

Now I know your issue. A Customer Journey's audience has three types, Segment is not refreshed sufficiently soon for you, and Submitted a form is not triggered well.

Then we can try to use the Updated contact info to trigger this Journey.

Set the Source Type as the following image can send an email to the new contacts.

If you think you don't need to send an email to all new contacts, just add a field to the Contact entity and then modify the value of this field each time you create a Contact, and trigger this Customer Journey with this modification.

It can be triggered immediately in a Customer Journey according to my tests.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Community Member on at

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It seems like an elegant way to achieve this, did you get this to work?

And a related question - what action + entity did you use in power automate to add the marketing form submission entry succesffully?

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art.alvarado.11 on at

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Any luck creating marketing submissions using PowerAutomate?

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