Connect Calendly and Microsoft Dynamics 365 CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Calendly to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Calendly and Microsoft Dynamics 365 CRM, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Calendly + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Microsoft Dynamics 365 CRM
Can Calendly integrate with Microsoft Dynamics 365 CRM?
Yes, we can integrate Calendly with Microsoft Dynamics 365 CRM using our automation platform, allowing you to streamline scheduling and customer relationship management.
What triggers are supported when integrating Calendly with Microsoft Dynamics 365 CRM?
When integrating Calendly with Microsoft Dynamics 365 CRM, common triggers include new meeting scheduled, meeting canceled, and invitee no-show. These triggers allow for automated actions like creating or updating contacts and records in Dynamics 365.
How can I automatically create a contact in Microsoft Dynamics 365 CRM from a Calendly event?
By setting up an integration where a new event scheduled in Calendly triggers the creation of a new contact in Microsoft Dynamics 365 CRM. This is done by mapping the invitee data from Calendly to the corresponding fields in Dynamics using our platform.
Is it possible to update an existing lead in Dynamics 365 when a Calendly event is booked?
Yes, when a new event is booked on Calendly, you can automate updates to existing leads in Dynamics 365 by matching the invitee's email or name with existing records.
Can I trigger workflows in Microsoft Dynamics 365 CRM based on Calendly meeting outcomes?
Certainly! Integrating these tools allows us to trigger specific workflows or tasks within Microsoft Dynamics based on whether a meeting was scheduled, completed, canceled, or rescheduled via Calendly.
Which actions can be performed in Microsoft Dynamics 365 CRM from a triggered event in Calendly?
Common actions include creating or updating contacts and leads, logging activities related to meetings such as notes or tasks, and triggering follow-up email sequences directly within Microsoft Dynamics after events are processed from Calendly.
How do I handle rescheduling conflicts between Calendly events and current entries in my CRM calendar?
You can set up automatic checks using our platform that review conflicts in your existing calendar entries vs. newly proposed times. If conflicts occur after an update from a re-scheduled Calendly event triggers these checks, you can automate notifications or further action steps needed for resolution.
Connect Calendly and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
