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

What does this mean?
    • Webhook subscription scopeRequired

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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calendly logo

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.
Learn moreHelp

Related categories

  • Scheduling & Booking
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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