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Microsoft Dynamics CRM + Airtable Integrations

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

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 Microsoft Dynamics CRM and Airtable Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Microsoft Dynamics CRM New Record
     
    Then do this...
    PDFMonkey 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
  • Microsoft Dynamics CRM Trello

    Airtable + Trello

    Create Trello cards for new records in Airtable Read More...
    When this happens...
    Microsoft Dynamics CRM New Record
     
    Then do this...
    Trello 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
  • Microsoft Dynamics CRM Google Calendar

    Airtable + Google Calendar

    Create a detailed event in Google Calendar from new Airtable records Read More...
    When this happens...
    Microsoft Dynamics CRM New Record
     
    Then do this...
    Google Calendar 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
  • Microsoft Dynamics CRM Todoist

    Airtable + Todoist

    Add a task in Todoist on a new record in Airtable Read More...
    When this happens...
    Microsoft Dynamics CRM New Record
     
    Then do this...
    Todoist 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
  • Microsoft Dynamics CRM Todoist

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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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.

  • 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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Airtable as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Airtable with Appy Pie Connect.

    (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.