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Integrating Airtable(Outh v2) with Microsoft Dynamics CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Airtable(Outh v2) and Microsoft Dynamics CRM

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Integrations for Airtable(Outh v2)
About Airtable(Outh v2)

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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.

Integrations for Microsoft Dynamics CRM
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Connect Airtable(Outh v2) + Microsoft Dynamics CRM in easier way

It's easy to connect Airtable(Outh v2) + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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.

  • Actions
  • Create Record

    Creates a new record with auto-populating fields

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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

How Airtable(Outh v2) & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Airtable(Outh v2) as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM 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 Airtable(Outh v2) to Microsoft Dynamics CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:12 am
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