Dynamics 365
Calendly + Dynamics 365
Automatically sync your Calendly data with Microsoft Dynamics 365 CRM.
Overview
With our Microsoft Dynamics 365 integration, when a Calendly meeting is scheduled, a new lead and meeting record is created in Dynamics 365. If the record already exists, the lead will be updated and the new meeting will be added to the lead's timeline. If the meeting is rescheduled or canceled, those updates can also be made in Dynamics 365 in real time.
Your reps will save time so they can focus on building relationships with buyers and customers, and management will love that Dynamics 365 is always updated with insights and intelligence to improve customer relationship management.
Available with
- Enterprise Plan
With our Microsoft Dynamics 365 integration, when a Calendly meeting is scheduled, a new lead and meeting record is created in Dynamics 365. If the record already exists, the lead will be updated and the new meeting will be added to the lead's timeline. If the meeting is rescheduled or canceled, those updates can also be made in Dynamics 365 in real time.
Your reps will save time so they can focus on building relationships with buyers and customers, and management will love that Dynamics 365 is always updated with insights and intelligence to improve customer relationship management.
Features + Benefits
Keep your CRM up to date
Automatically sync lead and event information into Dynamics 365 when a meeting is booked, rescheduled, or canceled, so your data is always updated without the manual data entry.
Enhanced automation capabilities
By creating a Power Automate template, you can sync your Calendly managed event and profile links to Dynamics 365, enabling sales and marketing automations that dynamically reference unique user scheduling links.
Improved lead management
By creating a Power Automate template, you can map lead information captured through Calendly forms back to Dynamics 365 records, so sales teams can follow up and engage with customers in a timely manner.
HOW IT WORKS
See It In Action
Better together: Calendly + Dynamics 365 integration
Explore Integration Types
With scheduling hassles and interruptions gone, your day is cleared to do your best work.
Easy access for easy bookings
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth