Airtable and Microsoft Dynamics CRM integration

Save yourself the work of writing custom integrations for Airtable and Microsoft Dynamics CRM and use n8n instead. Build adaptable and scalable Data & Storage, Marketing, and Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect Airtable and Microsoft Dynamics CRM

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Airtable and Microsoft Dynamics CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Airtable and Microsoft Dynamics CRM nodes

You can find Airtable and Microsoft Dynamics CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Airtable and Microsoft Dynamics CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Airtable and Microsoft Dynamics CRM integration: Add and configure Airtable and Microsoft Dynamics CRM nodes

Step 3: Connect Airtable and Microsoft Dynamics CRM

A connection establishes a link between Airtable and Microsoft Dynamics CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Airtable and Microsoft Dynamics CRM integration: Connect Airtable and Microsoft Dynamics CRM

Step 4: Customize and extend your Airtable and Microsoft Dynamics CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Airtable and Microsoft Dynamics CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Airtable and Microsoft Dynamics CRM integration: Customize and extend your Airtable and Microsoft Dynamics CRM integration

Step 5: Test and activate your Airtable and Microsoft Dynamics CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Airtable to Microsoft Dynamics CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Airtable and Microsoft Dynamics CRM integration: Test and activate your Airtable and Microsoft Dynamics CRM workflow

Build your own Airtable and Microsoft Dynamics CRM integration

Create custom Airtable and Microsoft Dynamics CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Airtable supported actions

Base
Record

Get Many

List all the bases

Get Schema

Get the schema of the tables in a base

Create

Create a new record in a table

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a record from a table

Get

Retrieve a record from a table

Search for specific records or list all

Update

Update a record in a table

Microsoft Dynamics CRM supported actions

Account

Create

Delete

Get

Get Many

Update

Airtable and Microsoft Dynamics CRM integration details

Airtable is the best tool to develop your business. It helps you connect, reunite and synchronize your data and team activities, and allows you to interface with new templates and intuitive designs. It is trusted by more than 300,000 companies. With Airtable, manage everything, achieve anything, grow your business & reach the top.

Airtable node docs + examples

Airtable credential docs

See Airtable integrations

Related categories

Data & Storage

Microsoft Dynamics CRM is widely used CRM (Customer Relationship Management) system developed by Microsoft as part of their Dynamics 365 solutions. It helps businesses manage their databases, generate and convert more leads, and much more.

Microsoft Dynamics CRM node docs + examples

Microsoft Dynamics CRM credential docs

See Microsoft Dynamics CRM integrations

Related categories

Marketing

Sales

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FAQs

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