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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead.
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Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Free Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Account
Triggers when a new account is created.
Try It
