Calendly – MS Dynamics CRM – MS Teams Integration Package
Business Process Automation For Lead Generation & Nurturing
Lead Source - via Calendly Bookings (Integration between Calendly Bookings, Dynamics 365 CRM and Microsoft Teams)
Package Overview
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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
Lead Entry and Creation+
New registrations on Calendly to be created as New Lead in CRM.
Lead Notification+
Send notifications on any new lead entry in the CRM, directly to the individual or group in Microsoft Teams account.
Apps Included
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Calendly
Microsoft Dynamics 365 CRM
Microsoft Teams
Category
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ERP Integration
Business Scheduling Software
Business Communication
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