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Airtable + Microsoft Dynamics 365 CRM

Create Airtable records for new Microsoft Dynamics 365 CRM leads

Save time and stay organized by instantly transferring new leads from Microsoft Dynamics 365 CRM to Airtable. With this workflow, whenever a new lead is created in Microsoft Dynamics 365 CRM, a corresponding record will be added to your Airtable base. This seamless automation ensures efficient lead management and enables you to focus more on nurturing relationships with your potential clients.

Save time and stay organized by instantly transferring new leads from Microsoft Dynamics 365 CRM to Airtable. With this workflow, whenever a new lead is created in Microsoft Dynamics 365 CRM, a corresponding record will be added to your Airtable base. This seamless automation ensures efficient lead management and enables you to focus more on nurturing relationships with your potential clients.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Airtable

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.

Related categories

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.