I would like to have a lead created in Dynamics 365 CRM when someone schedules an appointment in Calendly. I have added questions in Calendly that when answered would correspond to specific fields in my lead form in Dynamics 365 CRM.
How do I map the fields between the 2 apps so I have the information I need in Dynamics 365 CRM?
The lead is created when an appointment is scheduled but the needed fields do not fill in.
Thanks for your help in advance.
Best answer by Troy Tessalone
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+14
Hi
Check out these Zap help articles to get you started with Zap triggers/actions:
https://zapier.com/help/create/basics/set-up-your-zap-trigger
https://zapier.com/help/create/basics/set-up-your-zap-action
NOTE: Mapping data points between steps involves using the ‘Custom’ mapping option on fields.
You can view the available triggers/actions/searches for each app.
Calendly: https://zapier.com/apps/calendly/integrations#triggers-and-actions
Dynamics 365: https://zapier.com/apps/microsoft-dynamics-crm/integrations#triggers-and-actions
Thanks Troy but those articles do not address my problem.
I have fields in Calendly I ask an invitee to answer, such as, First Name, Last Name, Address, City, State, Zip Code, Business Name, and Business Phone Number.
When the invitee schedules an appointment I have that creating a new lead in Dynamics 365 CRM. I would like those answers in the Calendly invite to automatically map to the corresponding fields in the Dynamics 365 CRM lead form.
The triggers and actions are working properly because I have tested it. When an Invitee schedules an appointment, a lead is created but none of the information from Calendly is in the Lead form.
How do I map the fields from Calendly to Dynamics 365 CRM?
Thanks,
WFCPub
+14
Hi
NOTE: Mapping data points between steps involves using the ‘Custom’ mapping option on fields.
Check out this help article: https://zapier.com/help/create/customize/add-custom-values-to-dropdown-menu-fields-in-zaps#set-up-the-custom-value-name-field
Example
Hi Troy,
Here is a screen shot of options for the Dynamics 365 CRM field “Mobile Phone” none of these options include the answer the invitee would have entered in Calendly. What am I missing?
+14
Hi
Check out this help article about pulling different records from the trigger to configure your Zap: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger
Make sure to create an representative appointment via Calendly to use as a sample record.
Thank you Troy, that last bit of information was the key. I appreciate your help and your patience.
WFCPub
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