Microsoft Dynamics 365 CRM + Teamup Calendar

Create events in Teamup Calendar for new leads in Microsoft Dynamics 365 CRM

Stay on top of your sales pipeline by integrating Microsoft Dynamics 365 CRM with Teamup Calendar. With this workflow, whenever a new lead is added in your CRM, an event will be created in your Teamup Calendar, ensuring you never miss an important follow-up. Save time and improve your lead management by streamlining the process between these two essential tools.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Event
Create an event by defining each field.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Sub-calendarRequired
- Search Term
Trigger
Scheduled
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- Sub-calendarRequired
Trigger
Scheduled
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- Sub-calendarRequired
Trigger
Scheduled
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- Sub-calendarRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Sub-calendarRequired
- EventRequired
Action
Write
- Sub-calendarRequired
- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Sub-calendarRequired
Trigger
Scheduled
Try It
- Sub-calendarRequired
- Time BeforeRequired
- Time Before (Unit)Required
- Search Term
Trigger
Scheduled
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- Sub-calendarRequired
- Search TermRequired
Trigger
Scheduled
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New Sub-Calendar
Triggers when a Sub-Calendar is created.
Trigger
Scheduled
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- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write
- Sub-calendarRequired
- EventRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Remote ID
Action
Search

About Microsoft Dynamics 365 CRM

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

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About Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

Learn more Help

Related categories

Team Collaboration

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Microsoft Dynamics 365 CRM + Teamup Calendar

Create events in Teamup Calendar for new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Event Ended

Sub-calendarRequired

Search Term

New Event

Sub-calendarRequired

New or Updated Event

Sub-calendarRequired

Create Event

Sub-calendarRequired

Event Title

Start DateRequired

End DateRequired

All Day

Who (Event Field)

Location (Event Field)

Description (Event Field)

Remote ID

Delete Event

Sub-calendarRequired

EventRequired

Update Sub-Calendar

Sub-calendarRequired

Sub-calendar NameRequired

ActiveRequired

Sub-calendar ColorRequired

Overlap EventsRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status