Integrate Microsoft Dynamics CRM with Calendly
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Calendly
- No code
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- Lightning Fast Setup
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.
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.
Calendly IntegrationsBest ways to Integrate Microsoft Dynamics CRM + Calendly
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Calendly + Microsoft Dynamics CRM
Create Lead from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Lead
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Calendly + Microsoft Dynamics CRM
Create Account from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Account
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Calendly + Microsoft Dynamics CRM
Create Contact from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Contact
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Calendly + Microsoft Dynamics CRM
Create Opportunity from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Opportunity
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Calendly + Microsoft Dynamics CRM
Create Case from Microsoft Dynamics CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Case
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Dynamics CRM + Calendly without coding knowledge. Start creating your own business flow.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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Invitee Canceled
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
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Invitee Created
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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How Microsoft Dynamics CRM & Calendly Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Calendly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to Calendly.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Dynamics CRM and Calendly
Microsoft Dynamics CRM is a customer relationship management software which is developed and maintained by Microsoft. This application helps businesses and organizations to manage their relationships with customers, partners and employees. It can also be used to create marketing campaigns and sales processes. Some of the features of Microsoft Dynamics CRM include:Microsoft Dynamics CRM helps in creating business process workflows by connecting various departments and people. Businesses can use this software to improve their customer relations and to make effective marketing strategies.
Calendly is an online scheduling platform which helps users to schedule meetings with other people. It is a very convenient top for business people as it allows them to organize their meetings by using its online calendar. The creators of this application believe that businesses should have access to scheduling tops which are simple and easy to use. They say that “Calendly’s goal is to make the process of arranging appointments faster, easier, and more efficient for everyone.”There are two versions of Calendly. free and paid one. The free version has limited functionality but it allows users to schedule up to 3 meetings per month. The paid version permits users to schedule unlimited meetings but they will have to pay a yearly fee for it.
In order to integrate these two applications together, you will need an API key from both Microsoft Dynamics CRM and Calendly. You will also need a web server which will act as an API gateway between these two platforms. You can use any web server like Apache for this purpose. If you don’t want to spend time on setting up the API Gateway, you can use a ready-made Integration Hub from Microsoft Azure. All you need to do is to set up an Integration Hub on Azure, connect your Microsoft Dynamics CRM and Calendly accounts to it and then connect your CRM account with your Calendly account on the website of the Integration Hub. After that, you can start using Microsoft Dynamics CRM and Calendly together.Microsoft Dynamics CRM and Calendly allow users to synchronize their calendars automatically so that both parties will have the same schedule in their calendars. In order to do it, you must enable the API key on the Calendar settings page of your Microsoft Dynamics CRM account. Then you will need to create an API key for Calendly on its Setting page and fill it on the page of Calendar settings in your CRM account. When you are done with all these steps, both applications will be able to sync their calendars together.
The process to integrate Microsoft Dynamics CRM and Calendly 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.
