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.
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 Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Calendly + ActiveCampaignAdd or update contacts from new Calendly invitees into ActiveCampaign Read More...
Calendly + Google CalendarCreate detailed events in Google Calendar from new schedule Calendly events Read More...
It's easy to connect Microsoft Dynamics CRM + Calendly without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when an invitee cancels a scheduled event.
Triggers when an invitee schedules an event.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
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.
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