Update Microsoft Dynamics 365 CRM contact from new Appointlet event
Appointlet + Microsoft Dynamics 365 CRM Integration
Microsoft Dynamics 365 CRM + Appointlet Integration
Integrate Appointlet to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Create leads, update contacts, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Member is added to marketing list in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Booking is received in Appointlet Instant- Booking is canceled in Appointlet Instant
- Booking is confirmed in Appointlet Instant
- Reminder is received in Appointlet Instant
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Trusted by experts at...
Ready Workflows for Appointlet + Microsoft Dynamics 365 CRM Integration
Capture bookings, create leads, update contacts, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Booking is received in Appointlet > Check any condition > Create contact in Microsoft Dynamics 365 CRM
Appointlet + Microsoft Dynamics 365 CRM Integration
When Booking is received in Appointlet > Check any condition > Create lead in Microsoft Dynamics 365 CRM
Appointlet + Microsoft Dynamics 365 CRM Integration
Create Microsoft Dynamics 365 CRM contact for new Appointlet booking
Appointlet + Microsoft Dynamics 365 CRM Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Appointlet + Microsoft Dynamics 365 CRM flow
Sync client schedules with communication, marketing, and storage tools to keep your entire team aligned. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Slack (4)
Slack (4) +
Mailchimp (3)
Mailchimp (3) +
Zoom (3)
Zoom (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) A
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Create a Microsoft Dynamics 365 CRM lead when a booking is received in Appointlet, and send a confirmation email in Microsoft Outlook
Every new Appointlet booking automatically creates a lead in Microsoft Dynamics 365 CRM and sends a confirmation email via Microsoft Outlook.
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When a booking is confirmed in Appointlet, update the contact in Microsoft Dynamics 365 CRM and schedule a calendar event in Microsoft Outlook
Confirmed Appointlet bookings update your Microsoft Dynamics 365 CRM contact records and schedule Outlook calendar events instantly.
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If a booking is canceled in Appointlet, update the lead in Microsoft Dynamics 365 CRM and send a cancellation notice in Microsoft Outlook
Canceled Appointlet bookings update Microsoft Dynamics 365 CRM lead statuses and notify participants via Microsoft Outlook.
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When a reminder is received in Appointlet, search the contact in Microsoft Dynamics 365 CRM and send a follow-up email in Microsoft Outlook
Appointlet reminders trigger contact lookups in Microsoft Dynamics 365 CRM and send reminder emails through Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Appointlet
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Appointlet Triggers & Actions
Instant
Booking is received in Appointlet
Triggers the automation when a booking is received
Try it → Instant
Booking is canceled in Appointlet
Triggers the automation when a booking is canceled
Try it → Instant
Booking is confirmed in Appointlet
Triggers the automation when a booking is confirmed
Try it → Instant
Reminder is received in Appointlet
Triggers the automation when a reminder is received
Try it → What can you automate with Appointlet + Microsoft Dynamics 365 CRM?
Streamline your appointment scheduling and CRM management by connecting Appointlet and Microsoft Dynamics 365 CRM for seamless data flow.
🔗
Create CRM leads from new bookings
Automatically generate a new lead in Microsoft Dynamics 365 CRM the moment a booking is received in Appointlet. Eliminate manual data transfer and accelerate your sales outreach.
📝
Capture every submitted custom field
Map all custom questions and submitted details from your Appointlet booking forms directly into Microsoft Dynamics 365 CRM fields. Ensure your sales team has complete context before every call.
🔔
Alert your team instantly on chat
Notify your sales or support channels the moment an appointment is booked or confirmed. Keep everyone informed and ready to act without checking the CRM manually.
🔀
Route leads based on submitted criteria
Assign high-value prospects to specific sales reps in Microsoft Dynamics 365 CRM based on answers provided during Appointlet scheduling. Ensure qualified leads get immediate attention.
🔄
Keep contact records updated in real time
Reflect appointment confirmations and rescheduling events across your Microsoft Dynamics 365 CRM contacts automatically. Maintain clean data without administrative overhead.
🔍
Search and update existing contacts
Prevent duplicate entries by checking if a contact already exists in Microsoft Dynamics 365 CRM whenever a new booking arrives. Update their record rather than creating clutter.
❌
Manage cancellations and status changes
Update lead statuses in Microsoft Dynamics 365 CRM automatically when a client cancels or reschedules their appointment in Appointlet. Keep your pipeline accurate and up to date.
🌐
Extend your workflow to Slack
Connect Appointlet and Microsoft Dynamics 365 CRM to Slack for instant team notifications. Automate multi-app workflows to keep your entire organization synchronized.
And much more...
Who is Appointlet + Microsoft Dynamics 365 CRM integration for?
Teams managing client scheduling and customer relationship management discover how connecting these tools eliminates manual data entry and keeps pipelines current.
Sales managers
Account executives
Client success teams
Customer support leads
Business development reps
Operations directors
📈
Sales managers
You're reviewing conversion metrics and pipeline reports, but your CRM records only update when team members manually export bookings, so the lead counts you're tracking against are always a few hours behind — this integration means every new booking lands in Microsoft Dynamics 365 CRM instantly and your pipeline data stays current.
⚡
Account executives
You need to follow up with prospective clients immediately after they book a consultation, but manual contact creation delays outreach until the opportunity has cooled down — automating both apps means every scheduled meeting instantly generates a Microsoft Dynamics 365 CRM lead so you can reach out while interest is peak.
🤝
Client success teams
You answer to external stakeholders who want visibility into ongoing client onboarding and meeting schedules, but fragmented records leave gaps in your reporting — with this integration, every appointment syncs straight into Microsoft Dynamics 365 CRM to provide stakeholders with complete progress visibility.
🔄
Customer support leads
The volume of inbound booking requests is too high for your support staff to keep customer records updated by hand, leading to missing contact data and broken follow-ups — connecting these apps means every consultation creates or updates records in Microsoft Dynamics 365 CRM without manual effort.
🎯
Business development reps
You depend on inbound scheduling links to drive your outreach pipeline, but waiting for manual data handoffs between scheduling tools and your CRM delays your next step — this integration means every Appointlet booking populates Microsoft Dynamics 365 CRM instantly so you can begin outreach right away.
📋
Operations directors
You need a reliable history of all client interactions and meeting statuses, but manual entry errors keep creating gaps in your historical records — automating both apps means every booking, confirmation, and cancellation updates Microsoft Dynamics 365 CRM accurately for a complete audit trail.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Appointlet
Build and manage your Microsoft Dynamics 365 CRM + Appointlet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Appointlet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Appointlet to Microsoft Dynamics 365 CRM?
You can connect Appointlet to Microsoft Dynamics 365 CRM instantly using ready templates or Integrately AI. It links your scheduling data with Microsoft Outlook, Slack, Mailchimp, and 1,500+ other apps in 1 click.
Can I automatically create Microsoft Dynamics leads when an Appointlet booking is received?
Can I connect Appointlet, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Appointlet and Microsoft Dynamics 365 CRM?
How does Appointlet handle booking data during CRM synchronization?
How does Microsoft Dynamics 365 CRM receive updates from canceled bookings?
Can I set up this integration without coding skills?
Is the Appointlet and Microsoft Dynamics 365 CRM integration free?
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