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Calendly + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new Calendly invitees

Effortlessly streamline your sales process with this Calendly and Microsoft Dynamics 365 CRM integration. When a new invitee is created in Calendly, this workflow will automatically create a lead in Microsoft Dynamics 365 CRM, ensuring that you never miss an opportunity to connect with potential clients. Stay organized and save time by letting this automation handle your lead management.

Effortlessly streamline your sales process with this Calendly and Microsoft Dynamics 365 CRM integration. When a new invitee is created in Calendly, this workflow will automatically create a lead in Microsoft Dynamics 365 CRM, ensuring that you never miss an opportunity to connect with potential clients. Stay organized and save time by letting this automation handle your lead management.

  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

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

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

    Action
    Write
    • SearchRequired

    Action
    Search
    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    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
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    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.