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Dynamics 365

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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.

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

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

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

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.

See It In Action

Better together: Calendly + Dynamics 365 integration

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