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Integrate Calendly with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Calendly and Microsoft Dynamics CRM

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About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Calendly + Microsoft Dynamics CRM

  • Calendly Integration Microsoft Dynamics CRM Integration

    Calendly + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Calendly Integration Microsoft Dynamics CRM Integration

    Calendly + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Calendly Integration Microsoft Dynamics CRM Integration

    Calendly + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Calendly Integration Microsoft Dynamics CRM Integration

    Calendly + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Calendly Integration Microsoft Dynamics CRM Integration

    Calendly + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Calendly Integration {{item.actionAppName}} Integration

    Calendly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Calendly + Microsoft Dynamics CRM in easier way

It's easy to connect Calendly + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Calendly & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Calendly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Calendly to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Calendly and Microsoft Dynamics CRM

Calendly is a great top that helps people and companies to automatically set up appointments with customers or clients. It can be used by companies of any size and of any industry. The company has many integrations, including one with Microsoft Dynamics CRM.

Microsoft Dynamics CRM is a customer relationship management (CRM. system that integrates seamlessly with other programs, such as Outlook and Office 365. It helps users to cplect information about customers, leads, and vendors and organize sales and marketing campaigns, among many other things.

Integration of Calendly and Microsoft Dynamics CRM allows users to easily create appointments for their clients and customers through Microsoft Dynamics CRM. This integration eliminates the need for users to manually create appointments and send them to customers via email. It also helps users to save time as they no longer have to manually schedule meetings with their customers.

Benefits of Integration of Calendly and Microsoft Dynamics CRM include:

Users can schedule appointments for their customers using Microsoft Dynamics CRM

It is easy for users to integrate both programs as they only need to download a plugin from Calendly’s website. Once they install the plugin, it is easy for them to create appointments in Microsoft Dynamics CRM.

Users do not have to type in complicated codes when creating an appointment in Microsoft Dynamics CRM. They simply have to select a room from a drop-down list on the calendar screen in Calendly.

The integration allows users to view all of their calendar events from both Calendly and Microsoft Dynamics CRM in one place. Furthermore, the integration enables users to transfer information from their calendars from one program to another. For instance, if a user cancels an appointment in Calendly, that event will show up as a canceled event in Microsoft Dynamics CRM as well. The integration also allows users to schedule meetings directly from their Outlook inbox. If a person receives an email with an invitation to an appointment, he/she can click on the link provided in the email and automatically schedule an appointment with the sender. Alternatively, if a user receives an invitation via Outlook, he/she can click on the appointment link provided in it and receive a confirmation message from Calendly, saying that the appointment has been scheduled successfully.

In conclusion, integration of Calendly and Microsoft Dynamics CRM allows users to quickly create appointments for their clients without having to manually go through the process every time. This integration creates an easier way for companies to schedule appointments with their clients or customers. Moreover, this integration helps companies to save time and money as they no longer have to spend money on third-party services.

The process to integrate Calendly and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.