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Airtable + Microsoft Dynamics 365 CRM

Create Airtable records from new Microsoft Dynamics 365 CRM leads for seamless data tracking

Keep your sales pipeline organized and up-to-date with this efficient automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will update the corresponding record in Airtable. With this seamless connection between your CRM and Airtable, you'll never have to worry about manually updating records again, saving you time and ensuring accuracy in your sales data.

Keep your sales pipeline organized and up-to-date with this efficient automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will update the corresponding record in Airtable. With this seamless connection between your CRM and Airtable, you'll never have to worry about manually updating records again, saving you time and ensuring accuracy in your sales data.

  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
    Update Record

    Update a record in a specific table.

    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.