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Microsoft Dynamics CRM + Airtable Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Airtable

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Airtable

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.

Airtable Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Airtable

  • Microsoft Dynamics CRM Airtable

    Microsoft Dynamics CRM + Airtable

    Create Record to Airtable from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Airtable Create Record
  • Microsoft Dynamics CRM Airtable

    Microsoft Dynamics CRM + Airtable

    Update Record in Airtable when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Airtable Update Record
  • Microsoft Dynamics CRM Airtable

    Microsoft Dynamics CRM + Airtable

    Create Record to Airtable from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Airtable Create Record
  • Microsoft Dynamics CRM Airtable

    Microsoft Dynamics CRM + Airtable

    Update Record in Airtable when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Airtable Update Record
  • Microsoft Dynamics CRM Airtable

    Microsoft Dynamics CRM + Airtable

    Create Record to Airtable from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Airtable Create Record
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Airtable in easier way

It's easy to connect Microsoft Dynamics CRM + Airtable without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Microsoft Dynamics CRM & Airtable Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Airtable as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Airtable.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Airtable

Microsoft Dynamics CRM is an integrated business management software that can be used to manage sales, marketing, finance and customer service. Airtable is a database management software that is designed for professionals, developers and business people who want to create apps to help them work more efficiently. This is in contrast to traditional databases such as SQL Server and Oracle which are designed for data analysts and software developers.Airtable offers a range of features that are similar to Microsoft Dynamics CRM. For example, both products allow users to create fields, forms, dashboards, records, views, lookup tables etc. Airtable allows users to integrate the database with third party applications using its APIs. For example, it has a Salesforce integration. It also has a Zapier integration that allows users to connect to other applications.Airtables' approach is quite different from Microsoft Dynamics CRM's because it allows users to design the database in the same way they would design a spreadsheet. As a result, the fields, tables and relationships can be easily customized without requiring any coding skills.Airtable allows users to store all sorts of information in one place. For example, you can store customer details in one table and then store orders in another table. You can then create relationships between these two tables. You can use this approach to link contacts to accounts and then relate them both to opportunities etc.However, Airtable does not have the fplowing features which are found in Microsoft Dynamics CRM:

Integration of Microsoft Dynamics CRM and Airtable

Microsoft Dynamics CRM can be integrated with Airtable by using Zapier or by using its connectors. The fplowing video shows how you can use Zapier to integrate your Microsoft Dynamics CRM instance with Airtable:

Benefits of Integration of Microsoft Dynamics CRM and Airtable

Integrating Airtable with Microsoft Dynamics CRM provides the fplowing benefits:

If you would like to learn more about how to integrate your Microsoft Dynamics CRM instance with Airtable, you can watch the fplowing video:

The process to integrate Microsoft Dynamics CRM and Airtable 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.