Integrate Calendly with Microsoft Dynamics 365 CRM

Send information between Calendly and Microsoft Dynamics 365 CRM automatically, without writing any code, using Zoho Flow.

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Create a record in selected entity in Microsoft Dynamics 365 CRM when an invitee schedules an event in Calendly

Integrate Calendly with Microsoft Dynamics 365 CRM using Zoho Flow. Whenever an invitee schedules an event in Calendly, Zoho Flow automatically creates a record in selected entity in Microsoft Dynamics 365 CRM. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when an invitee schedules an event in Calendly.
  2. Zoho Flow creates a record in selected entity in Microsoft Dynamics 365 CRM.
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Create a record in selected entity in Microsoft Dynamics 365 CRM when an invitee schedules an event in Calendly

Calendly + Microsoft Dynamics 365 CRM

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Supported triggers and actions

Integrate Calendly and Microsoft Dynamics 365 CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event scheduled by invitee

Triggers when an invitee schedules an event

Event canceled by invitee

Triggers when an invitee cancels a scheduled event

Event canceled by invitee for the connected user

Triggers when an invitee cancels a scheduled event for the connected user

Event scheduled by invitee for the connected user

Triggers when an invitee schedules an event for the connected user

Record created or updated

Triggers when a record is created or updated in selected entity

Record updated

Triggers when an existing record is updated

Record created

Triggers when a new record is created

All Actions - Actions are the automated tasks

Create schedule link

Creates a new schedule link

Invite user

Invites a new user

Fetch event

Fetches the details of an existing event using UUID

Fetch invitee by UUID

Fetches the details of an existing invitee using UUID

Create record

Creates a record in selected entity

Update record

Updates an existing record in selected entity

Fetch record

Fetches records from a selected entity

What is Calendly?

Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process.

What is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is an AI-powered platform that helps businesses manage customer relationships, automate sales, and streamline service operations.

CRM Microsoft Popular Premium

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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