Airtable + Microsoft Dynamics CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Airtable and Microsoft Dynamics CRM
Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
About Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Microsoft Dynamics CRM IntegrationsLooking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives
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Zoho CRM
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Salesforce
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Pipedrive
Best ways to Integrate Airtable + Microsoft Dynamics CRM
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Airtable + PDFMonkey
Create a PDF document in PDFMonkey for every new Airtable record Read More...When this happens...
New Record
Then do this...
Generate Document
Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.How This PDFMonkey- Airtable Integration Works- A new record added to your Airtable database
- Appy Pie Connect automatically generates a PDF file.
What You Need- A PDFMonkey account
- An Airtable account
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When this happens...
New Record
Then do this...
Create Card
Airtable is the fastest way to create and manage spreadsheets and Trello is the easiest way to manage just about anything. Put them together and you have a powerful combo that makes it easy to conduct your business, grow your sales team, and reduce your repetitive work. After setting this Agendor-Trello integration up, Appy Pie Connect will automatically create a new card whenever you win a deal on Agendor.How It Works- A new record is found in Airtable
- Appy Pie Connect automatically creates a new card in Trello
Apps Involved- Airtable
- Trello
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Airtable + Google Calendar
Create a detailed event in Google Calendar from new Airtable records Read More...When this happens...
New Record
Then do this...
Create Detailed Event
You can now create Google calendar events from within Airtable. Simply connect your Airtable and Google Calendar accounts, and you'll be able to schedule new events directly from records. Set this Airtable-Google Calendar integration, and Appy Pie Connect will automatically create a detailed event for every Airtable record. Try out this Connect today to save time on event management and let Appy Pie Connect do the heavy lifting for you.How This Integration Works- A new record is found in Airtable
- Appy Pie Connect automatically creates a detailed event in Google Calendar
Apps Involved- Airtable
- Google Calendar
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When this happens...
New Record
Then do this...
Create Task
if you’re using Airtable and Todoist together, this integration can streamline your workflow in two powerful ways: It automatically creates a task in Todoist for each new record in Airtable. This can save you hours of work as you don’t have to manually add tasks to your Todoist project. After setting this Airtable-Todoist integration up, Appy Pie Connect will automatically create tasks in Todoist whenever new records are added to Airtable.How This Airtable-Todoist Integration Works- A new record is added in Airtable
- Appy Pie Connect automatically creates a task in Todoist
What You Need- Airtable
- Todoist
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When this happens...
New Comment
Then do this...
Create Record
Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.How This Canny-Airable Integration Works- A user comments on a post in Canny
- Appy Pie Connect creates a record in Airtable
What You Need- Canny account
- Airtable account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Airtable + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
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New Record
Triggers when a new record is available.
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New Record In View
Triggers when a new record is available.
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New AccountTriggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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Updated Lead
Triggers when a lead is updated.
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Create Record
Creates a new record with auto-populating fields.
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Update Record
Update the values of specific cells in an Airtable record.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How Airtable & Microsoft Dynamics CRM Integrations Work
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Step 1: Choose Airtable as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Airtable to Microsoft Dynamics CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Airtable and Microsoft Dynamics CRM
Airtable
Airtable is a software that focuses on Business applications. It is often referred to as an online spreadsheet, but in truth it is much more than just a spreadsheet.
It is used for many different activities in day-to-day business operations. It is basically a cloud-based application which is built around the concept of “tables”. They are similar to spreadsheets but can be customized to suit any requirement.
Most of the tables in the system are “shared”, meaning they can be used by multiple users at the same time. The data inside these tables can be edited or added to by multiple users. All this data is stored in the cloud and the data itself resides there, not copies of the data. This increases security and reduces storage space.
The real power of Airtable comes when you connect it to other systems. For example, Airtable has an API (https://developer.airtable.com/docs/apis. which allows developers to create plugins for connecting Airtable with any other system. One of these plugins connects with Microsoft Dynamics CRM. When connected with Microsoft Dynamics CRM, it allows you to have all of your CRM data in an Airtable table. This means you only have one place to access all your CRM data via Airtable. This allows you to search all your CRM data in one place rather than having to search in each individual module.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is an integrated customer relationship management spution based on the Microsoft Dynamics NAV platform. Microsoft Dynamics CRM includes modules for sales, marketing, service, support, project management, and more.
Integration of Airtable and Microsoft Dynamics CRM
When you connect an Airtable table with Microsoft Dynamics CRM using the Airtable plugin, you will get a new view in Microsoft Dynamics CRM where you can see all of your Airtable data. You can then perform actions directly on the data from the view by right clicking on the rows of the table. It also gives you access to all of your views in Microsoft Dynamics CRM within Airtable, so you can make your own views of your Microsoft Dynamics CRM data in Airtable. You can also add custom fields to your table in Airtable and those custom fields will show up as cpumns in your view in Microsoft Dynamics CRM as well as in your views in Airtable.
These views are formatted according to the type of view they are; for example, if they are a standard contact or account view, they will show up as such in both Microsoft Dynamics CRM and Airtable and if it is a monthly report view, it will show up as such and enable you to filter and sort that type of data differently than other data.
You can also link related records together between Airtable and Microsoft Dynamics CRM. For example, if you have a contact within Airtable and a case within Microsoft Dynamics CRM linked together, when you update the contact information within Airtable, it will automatically update the case information within Microsoft Dynamics CRM as well without you having to do anything extra. The same goes for updating case information within Microsoft Dynamics CRM and automatically updating contact information within Airtable without having to manually do anything extra.
Benefits of Integration of Airtable and Microsoft Dynamics CRM
The benefits of integrating Airtable and Microsoft Dynamics CRM together are numerous and include:
The process to integrate Airtable and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
