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Integration between Calendly and Dynamics 365 CRM

  • 22 April 2021
  • 6 replies
  • 76 views

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.

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Best answer by Troy Tessalone 22 April 2021, 16:44

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6 replies

Userlevel 7
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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

Userlevel 7
Badge +14

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?

Userlevel 7
Badge +14

Hi @WFCPub

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