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Airtable + Microsoft Dynamics 365 CRM

Create new leads in Microsoft Dynamics 365 CRM from new records in Airtable

Gain an edge in managing business relations through this workflow! Whenever a new record appears in Airtable, this automation will swiftly create a lead in your Microsoft Dynamics 365 CRM. This seamless process saves you time and ensures quick, efficient response to potential opportunities, boosting your business productivity.

Gain an edge in managing business relations through this workflow! Whenever a new record appears in Airtable, this automation will swiftly create a lead in your Microsoft Dynamics 365 CRM. This seamless process saves you time and ensures quick, efficient response to potential opportunities, boosting your business productivity.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
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airtable logo

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.
Learn moreHelp

Related categories

  • Databases

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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.

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