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Calendly + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new invitees in Calendly

Enhance productivity by keeping track of potential clients with this integration between Calendly and Microsoft Dynamics 365 CRM. The moment a new attendee is created in your Calendly events, this setup instantly generates a corresponding contact in your Microsoft Dynamics 365 CRM. This smooth automation ensures all potential clients are managed promptly, eliminating the requirement for manual data entry and amplifying your opportunities to connect.

Enhance productivity by keeping track of potential clients with this integration between Calendly and Microsoft Dynamics 365 CRM. The moment a new attendee is created in your Calendly events, this setup instantly generates a corresponding contact in your Microsoft Dynamics 365 CRM. This smooth automation ensures all potential clients are managed promptly, eliminating the requirement for manual data entry and amplifying your opportunities to connect.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  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

    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    Trigger
    Instant
    Try It
    • Routing Form

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

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.