Calendly Integration
Our Calendly integration with Dynamics 365 and Power Platform allows you to seamlessly connect your scheduling tool with your CRM system. This integration simplifies the process of booking appointments by automatically syncing scheduled events, meetings, and client data from Calendly into Dynamics 365.
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Automated Scheduling Sync
Real-Time Customer Data Updates
Real-Time Customer Data Updates
Automatically sync appointments, meetings, and events scheduled via Calendly directly into Dynamics 365, keeping your calendar and CRM up to date.
Real-Time Customer Data Updates
Real-Time Customer Data Updates
Real-Time Customer Data Updates
Any changes made through Calendly, such as rescheduled meetings or new bookings, are instantly reflected in Dynamics 365, ensuring all customer information is current.
Streamlined Lead Management
Real-Time Customer Data Updates
Streamlined Lead Management
Capture client details automatically from Calendly and feed them directly into Dynamics 365, reducing manual entry and ensuring leads are logged and followed up efficiently.
Customised Notifications
Enhanced Customer Experience
Streamlined Lead Management
Use Power Automate to trigger custom workflows based on new bookings, such as sending reminders, updating lead statuses, or creating follow-up tasks.
Enhanced Customer Experience
Enhanced Customer Experience
Enhanced Customer Experience
Provide your clients with a hassle-free booking process while ensuring your team has the most up-to-date information to offer personalised follow-ups and service.
Unified Scheduling Overview
Enhanced Customer Experience
Enhanced Customer Experience
See all scheduled events and appointments across your organization in one place, enabling better resource management, visibility, and scheduling optimisation.
Why Choose Us?
Deep Expertise in Microsoft Ecosystem
With our expertise in Dynamics 365 and Power Platform, we ensure a seamless integration between Calendly and your CRM, tailoring it to your specific needs.
Fast and Efficient Implementation
Our experienced team can get you up and running quickly, ensuring minimal downtime and a smooth transition to an integrated scheduling system.
Customisation to Fit Your Workflow
We don't just integrate the tools—we customise them to fit your unique business processes, ensuring that the Calendly-Dynamics 365 connection enhances your team's efficiency.
Ongoing Support and Optimisation
Our support doesn't stop at implementation. We offer ongoing assistance to help you optimise your Calendly integration as your scheduling needs evolve.
Expertise in Automation
We help you leverage Power Automate to create customised workflows, ensuring your integration delivers maximum value by automating manual processes around scheduling.
Proven Track Record in CRM and Scheduling Integrations
With our history of successful integrations, we ensure your Calendly-Dynamics 365 setup is reliable, secure, and designed for long-term success.