Business Process Automation For Lead Generation & Nurturing
Lead Source – via Calendly Bookings (Integration between Calendly Bookings, Dynamics 365 CRM and Microsoft Teams)
Package Overview
This integration package will sync demo booking opportunities from the Calendly as New Leads in Dynamics 365 CRM. Furthermore, upon lead creation, an automated Microsoft Teams Notification will be triggered and sent to the respective account.
Workflows You Can Automate
- New registrations on Calendly to be created as New Lead in CRM.
- Send notifications on any new lead entry in the CRM, directly to the individual or group in Microsoft Teams account.
Apps Included
Calendly
Microsoft Dynamics 365 CRM
Microsoft Teams
Category: ERP Integration, Business Scheduling Software, Business Communication