Question

Create an appointment in dynamics 365 crm when a calendly record is created

  • 31 May 2021
  • 1 reply
  • 65 views

I want to create a contact (figured this out) and an appointment in Dynamics 365 crm, everytime someone creates an appointment in Calendly.


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1 reply

Userlevel 7
Badge +9

Hi @Bcrew,

 

Most of the automation should be fairly easy to build, here’s the process you need to follow when creating a new zap:

 

  • Trigger: Pick Calendly and use “Invitee Created” trigger and run a test to grab some test data from Calendly
  • Action 1: Pick MS dynamics 365 and use “Create contact” as an action and map out your data
  • Action 2: (MS Dynamics 365 doesn’t have direct appointment creatiion support through Zapier, so you are going to have to use MS Flow or other methods) AT first you need to setup MS flow to create Dynamics 365 appointment when a task is created by Zapier. Then, pick MS Flow and use “create task” to send over data to Dynamics 365 for appointment creation.