Calendly + Microsoft Dynamics 365 via Power Automate

Use Calendly’s Microsoft Dynamics 365 integration to automatically sync meeting activity with your CRM. When someone books a meeting, Calendly can create or update leads in Dynamics 365 and log the meeting to their timeline. Reschedules and cancellations sync automatically, keeping your CRM accurate without extra work.

For example, you can:

• Create or update leads and contacts when meetings are booked.
• Log meetings to the lead’s timeline in Dynamics 365.
• Sync cancellations and reschedules in real time.
• Map form responses to create appointments in Dynamics 365.
• Track no-shows across Calendly and Dynamics 365.
• Associate booking links with the correct contact or rep.

Before you begin

Calendly

• This integration is only available on the Enterprise plan.
• Only organization owners and admins can set up the integration.

Microsoft

• You'll need to be on the Microsoft Dynamics 365 Sales Enterprise plan or higher or the Microsoft Dynamics 365 Sales Professional + Power Automate User plan or higher.
• You must have Create-level record permissions in Dynamics 365.

Connect Microsoft Dynamics 365 to Calendly

Step 1 – Connect Microsoft Dataverse in Power Automate

Microsoft Dataverse powers Dynamics 365. Connecting it allows Calendly to sync data with your CRM.

1. In Power Automate, select Connections from the left-hand menu.
2. Select + New connection or Create a connection.
3. Search for Microsoft Dataverse and select it.
4. Sign in with your Microsoft credentials.
5. If prompted, grant permissions.
6. Select Create to establish the connection.
7. Confirm the connection status is Connected.

Step 2 – Connect Calendly in Power Automate

This connection lets Power Automate receive Calendly event data.

1. In Calendly, go to the Integrations & apps page.
2. Find and select Microsoft Dynamics 365.
3. Select Connect Microsoft 365. You’ll be redirected to Power Automate.
4. Choose a template (e.g., Create and update a lead, Cancel an appointment).
5. Select Try it now.
6. Sign in to Power Automate.
7. From Dataverse, select Create.
8. From Calendly, select Create.
9. Name your connection.
10. Retrieve your personal access token from this article.
11. Paste the token and select Create.
12. Select Continue, then edit or save the flow.
13. Select Save.

Templates

Start with these pre-built templates to sync data between Calendly and Microsoft Dynamics 365.

Create and update a lead when a Calendly event is created

• Creates a lead and appointment in Dynamics 365.
• Updates existing leads and adds new appointments.
• Assigns leads to owners if one exists.

Cancel an appointment when a Calendly event is canceled

• Cancels the corresponding appointment in Dynamics 365.

Troubleshooting

If you experience connection or sync issues, confirm:

• Your Dataverse connection is listed as Connected.
• You’ve granted the correct permissions in both Calendly and Power Automate.
• You’ve selected and saved the correct template.

For more help, visit our Frequently asked questions article.