Integration between Calendly and Dynamics 365 CRM

Hi @WFCPub 

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

Hi @WFCPub

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?

Thank you Troy, that last bit of information was the key. I appreciate your help and your patience.

WFCPub