?>

Microsoft Dynamics CRM + Calendly Integrations

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

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.

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 Integrations

Best Microsoft Dynamics CRM and Calendly Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Zoom

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    When this happens...
    Microsoft Dynamics CRM Invitee Created
     
    Then do this...
    Zoom Create Meeting
    Do you know you can use Calendly to streamline scheduling meetings for your team? With Appy Pie Connect, you can create a Zoom meeting automatically when someone books an event in your calendar. After setting this integration up, whenever a new event is created on Calendly, Appy Pie Connect will turn that event into
    How This Calendly-Zoom Integration Works
    • A new event is created on Calendly
    • Appy Pie Connect turns that event into Zoom meeting
    What You Need
    • Calendly account
    • Zoom account
  • Microsoft Dynamics CRM ActiveCampaign

    Calendly + ActiveCampaign

    Add or update contacts from new Calendly invitees into ActiveCampaign Read More...
    When this happens...
    Microsoft Dynamics CRM Invitee Created
     
    Then do this...
    ActiveCampaign Create/Update Contact
    After setting this integration up, every time an invitee is added to Calendly, the customer's name and email will be added to your ActiveCampaign CRM. Then you can send them emails at the right time prompting them to schedule their appointment with you. Also, It's the fastest way to get started with your automation, check for duplicates, and make sure you have all of the contact information you need.
    How This Calendly-ActiveCampaign Integration Works
    • An invitee is added on Calendly
    • Appy Pie Connect add that to ActiveCampaign
    What You Need
    • Calendly account
    • ActiveCampaign account
  • Microsoft Dynamics CRM Google Calendar

    Calendly + Google Calendar

    Create detailed events in Google Calendar from new schedule Calendly events Read More...
    When this happens...
    Microsoft Dynamics CRM Invitee Created
     
    Then do this...
    Google Calendar Create Detailed Event
    Easily create Google Calendar events from new Calendly appointments via Appy Pie Connect. Simply set up this integration and Appy Pie Connect will create a new event in your calendar at the time of your client’s appointment. Don't have Calendly this integration? Try it for free!
    How This Integration Works
    • An invitee schedules an event with you in Calendly
    • Appy Pie Connect creates a corresponding event in Google Calendar
    What You Need
    • Calendly account
    • Google Calendar account
  • Microsoft Dynamics CRM Google Calendar

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

  • Invitee Created

    Triggers when an invitee schedules an event.

    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 Opportunity

    Creates a new Opportunity.

How Microsoft Dynamics CRM & Calendly Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Calendly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Calendly with Appy Pie Connect.

    (2 minutes)

  6. 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.