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Integrate Microsoft Dynamics CRM with Coda

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

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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 Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

Coda Integrations

Best ways to Integrate Microsoft Dynamics CRM + Coda

  • Microsoft Dynamics CRM Integration Coda Integration

    Microsoft Dynamics CRM + Coda

    Create Row to Coda from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Coda Integration Create Row
  • Microsoft Dynamics CRM Integration Coda Integration

    Microsoft Dynamics CRM + Coda

    Upsert Row in Coda when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Coda Integration Upsert Row
  • Microsoft Dynamics CRM Integration Coda Integration

    Microsoft Dynamics CRM + Coda

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

    Microsoft Dynamics CRM + Coda

    Create Row to Coda from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Coda Integration Create Row
  • Microsoft Dynamics CRM Integration Coda Integration

    Microsoft Dynamics CRM + Coda

    Upsert Row in Coda when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Coda Integration Upsert Row
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Coda 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

    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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Row

    Create a new row in selected table.

  • Update Row

    Update a existing row in a table.

  • Upsert Row

    Creates a new row or update an existing row in selected table.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Coda 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 Coda 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 Coda.

    (2 minutes)

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