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Zapier makes it easy to integrate Calendly with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Calendly
Calendly
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Calendly
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" 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.
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.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Calendly and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Calendly and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Calendly and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Cancel an Event
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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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
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Calendly on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
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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.
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.
