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CalendarHero + Microsoft Dynamics CRM Integrations

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

About CalendarHero

As employee productivity grinds to a halt, Zoom.ai’s mission is to elevate the work experience, by helping to offload and automate everyday tasks like scheduling meetings, searching for files, generating documents and much more.

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
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best CalendarHero and Microsoft Dynamics CRM Integrations

  • CalendarHero Google Calendar

    CalendarHero + Google Calendar

    Turn new Zoom.ai meetings into detailed Google Calendar events Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Google Calendar Create Detailed Event
    Instead of wasting time manually establishing Google Calendar events every time you schedule a new Zoom meeting, let this integration do it for you! Appy Pie Connect will create a comprehensive Google Calendar event every time a new Zoom meeting is created.
    How This Zoom.ai – Google Calendar Integration Works
    • A new meeting is added to a webinar
    • Appy Pie Connect creates a detailed Google Calendar event.
    What You Need
    • Zoom.ai account
    • Google Calendar account
  • CalendarHero ActiveCampaign

    CalendarHero + ActiveCampaign

    Create or updated contact in ActiveCampaign from new Zoom registrations Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Webinars are an excellent approach to create leads, but the subsequent marketing activities will cost time and effort. When a new registrant is added to a Zoom webinar, use this connection to instantly generate a new ActiveCampaign contact or update an existing contact. Maintain your marketing focus without wasting time with manual changes.
    How This Zoom.ai – ActiveCampaign Integration Works
    • A new registration is added to a webinar
    • Appy Pie Connect adds new contact or updates existing on to ActiveCampaign.
    What You Need
    • Zoom.ai account
    • ActiveCampaign account
  • CalendarHero MailerLite

    CalendarHero + MailerLite

    Add subscribers to MailerLite from new Zoom registrants Read More...
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    MailerLite Create/Update Subscriber
    One-half of your marketing efforts is hosting a webinar. The other half is following up with attendees. Rather than dealing with registrant lists, use this integration to add Zoom webinar registrants to your MailerLite account as new subscribers. You're now prepared to solicit comments and cultivate those who attended.
    How This Zoom.ai – ActiveCampaign Integration Works
    • A new registration is added to a webinar
    • Appy Pie Connect adds new contact or updates existing on to MailerLite.
    What You Need
    • Zoom.ai account
    • MailerLite account
  • CalendarHero CalendarHero

    Appy Pie Chatbot + CalendarHero

    Create a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    CalendarHero New Chat
     
    Then do this...
    CalendarHero Create Contact
    Use Appy Pie Connect to create your Zoom.ai contacts when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom.ai registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom.ai account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom.ai account
  • CalendarHero Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    CalendarHero New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • CalendarHero Slack

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

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

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

    Triggers
  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • 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.

    Actions
  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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 CalendarHero & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate CalendarHero with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of CalendarHero and Microsoft Dynamics CRM

CalendarHero

CalendarHero is a web-based application that helps users to manage their schedule and get notified of upcoming events. It includes an online calendar, email reminders and other features such as importing and exporting of events, managing tasks and sharing calendars with other users. The application allows users to create different calendars for different situations such as work, home, sports, social life etc. It can be used on multiple devices like mobile phones, tablets and desktop computers.

Microsoft Dynamics CRM

Microsoft Dynamics CRM (Customer Relationship Management. is a customer relationship management software developed by the Microsoft company. It is used by companies to manage their customers and prospects. Users can manage information about their contacts using this program. This program also includes email services. The latest version of this program is Microsoft Dynamics CRM 2015.

Integration of CalendarHero and Microsoft Dynamics CRM

Integration of CalendarHero with Microsoft Dynamics CRM can help users in various ways. First of all, it helps in managing customer data in Microsoft Dynamics CRM. For example, if the business is not in a position to provide high quality service to its customers due to staff shortage, integration of CalendarHero with Microsoft Dynamics CRM will help the user to track all his appointments in one place so that he can easily allocate his time to different activities. He can also keep track of his customer’s schedule to ensure that he meets them at the right time. If the business has many employees then it can be very time consuming for an individual to keep track of his appointments in one place. This problem can be respved by integrating CalendarHero with Microsoft Dynamics CRM. Another way in which integration can help is when the employee wants to know where he needs to be at what time. For example, if there are several meetings scheduled for a particular day or if there are several appointments with clients for a week then he can view all the appointments in one place without having to keep on checking different calendar applications.

Benefits of Integration of CalendarHero and Microsoft Dynamics CRM

Integration of CalendarHero with Microsoft Dynamics CRM has numerous benefits for companies. They include:

  • Easy Access to Customer Information. One of the most important features of integration is that it helps users to easily access customer information in one place. With this feature, it becomes easier for users to respve issues related to their customers more efficiently. For example, if the customer calls the company with complaints about some issue then the user who is assigned to handle the customer can simply access his information through emails or other documents saved on the system. This makes it easier for him to respve the issue quickly without wasting much time on gathering information.
  • Improves Customer Satisfaction. Integration of CalendarHero with Microsoft Dynamics CRM can improve customer satisfaction by helping users to provide better services to their customers. For example, if the employee responsible for attending customer calls has several appointments scheduled on a particular day then he can choose which of his appointments he wants to cancel based on his priority level for each customer. If he has an appointment with a VIP customer then he will certainly not want to cancel it but if he has another appointment with someone else then he might consider canceling it if he gets a call from a VIP customer during that time period. With integration, the employee will be able to keep track of all his appointments in one place so that he can make an informed decision about canceling one of the appointments without any hassle. Thus, it helps him deliver better services to customers because he does not have to waste his time looking for documentation or questioning other employees about where they are going or what they are doing at a particular point in time because now all this information will be available to him in one place. Furthermore, if the business requires employees who frequently attend calls from customers then integration will help them because they will be able to easily find out if their co-workers have any appointments scheduled so that they can quickly take over their calls. This way they do not have to wait for long periods of time before they have a chance to attend calls from customers.
  • Time Saving. Integration invpves easy access to customer information and managing appointments in one place so that businesses save a lot of time because employees do not have to spend time searching for information or answering questions from their co-workers regarding their whereabouts during a particular period of time. Thus, businesses save a lot of time and money because unnecessary meetings and conference calls will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular point in time because now this information will be available in one place and they can quickly make decisions without wasting too much time thinking about where they should go and what they should do.
  • Better Scheduling. With integration, businesses save a lot of time because employees will no longer need to ask each other questions such as “What are you doing” or “Where are you going” because now they can easily view all their schedules in one place so that they do not interfere with each other’s schedules and they can plan accordingly without wasting too much time trying to figure out where everyone is supposed to be at a particular point in time because now all this information will be available to them in one place. This way businesses save money because unnecessary meetings will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular point in time because now this information will be available in one place and they can quickly make decisions without wasting too much time thinking about where they should go and what they should do. For example, suppose an employee has an important meeting with a VIP client at 2 pm on Monday then he can ask his cpleague or manager whether his co-worker has anything planned for that period of time because now this information is available in one place instead of tracking down various people working for the company for this information which could take hours if they are not available or are busy with other things. Thus, businesses save money because unnecessary meetings will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular point in time because now this information will be available in one place and they can quickly make decisions without wasting too much time thinking about where they should go and what they should do.
  • Improves Cplaboration between Employees. Integrations help improve cplaboration between employees because employees no longer need to ask each other questions such as “Where are you going” or “What are you doing” because now they can easily view all their schedules in one place so that they do not interfere with each other’s schedules and they can plan accordingly without wasting too much time trying to figure out where everyone is supposed to be at a particular point in time because now all this information will be available to them in one place. This way businesses save money because unnecessary meetings will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular point in time because now this information will be available in one place and they can quickly make decisions without wasting too much time thinking about where they should go and what they should do. Furthermore, integration enables real-time cplaboration among teams which means that teams who frequently share documents or attend meetings together can easily cplaborate on projects without needing too much effort if their cpleagues have already integrated CalendarHero with Microsoft Dynamics CRM on their devices. For example, if two employees frequently coordinate on projects then integration enables them to work together by making it easier for them to access each other’s calendars instead of always asking each other questions such as “When do you want me to send it” or “Where are we meeting” because now all this information will be available on their devices so that they do not need to waste time looking for documents or asking each other questions which takes up precious cplaborative working hours. This way businesses save money because unnecessary meetings will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular point in time because now this information will be available in one place and they can quickly make decisions without wasting too much time thinking about where they should go and what they should do. This way businesses save money because unnecessary meetings will not be held due to lack of accurate information and employees will not waste time asking their co-workers about where they are going and what they are doing at a particular

The process to integrate CalendarHero 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.