Create Bookafy event for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Bookafy Integration
Microsoft Dynamics 365 CRM + Bookafy Integration
Integrate Bookafy to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Capture customer details, create and update records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
Appointment is created in Bookafy- Customer is created in Bookafy
- Appointment type is created in Bookafy
- User is created in Bookafy
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
- Create a appointment in Bookafy
- Create a customer in Bookafy
Trusted by experts at...
Ready Workflows for Bookafy + Microsoft Dynamics 365 CRM Integration
Capture appointments, organise leads, keep customer records updated, alert your sales team, and trigger follow-ups, all in just one click.
Most popular automations
Update Microsoft Dynamics 365 CRM contact from new Bookafy event
Bookafy + Microsoft Dynamics 365 CRM Integration
When Appointment is created in Bookafy > Check any condition > Create contact in Microsoft Dynamics 365 CRM
Bookafy + Microsoft Dynamics 365 CRM Integration
When Appointment is created in Bookafy > Check any condition > Create lead in Microsoft Dynamics 365 CRM
Bookafy + Microsoft Dynamics 365 CRM Integration
Create Microsoft Dynamics 365 CRM contact for new Bookafy booking
Bookafy + 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 Bookafy + Microsoft Dynamics 365 CRM flow
Keep your calendar, marketing lists, and messaging tools fully updated after every booking lands in your CRM. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Mailchimp (4)
Mailchimp (4) +
HubSpot (4)
HubSpot (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) B
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Create a contact in Microsoft Outlook when an appointment is created in Bookafy, and update lead in Microsoft Dynamics 365 CRM.
Bookafy appointments instantly create Outlook contacts and update Microsoft Dynamics 365 CRM leads without manual copy-pasting.
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Send an email in Microsoft Outlook when a customer is created in Bookafy, and create lead in Microsoft Dynamics 365 CRM.
New Bookafy customers trigger a welcome email in Microsoft Outlook while simultaneously creating a lead in Microsoft Dynamics 365 CRM.
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When an appointment type is created in Bookafy, create an event in Microsoft Outlook and update account in Microsoft Dynamics 365 CRM.
New appointment types in Bookafy schedule outlook events and update Microsoft Dynamics 365 CRM accounts automatically.
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When a user is created in Bookafy, send a notification email in Microsoft Outlook and create contact in Microsoft Dynamics 365 CRM.
New Bookafy users trigger welcome notifications in Microsoft Outlook and populate new contacts in Microsoft Dynamics 365 CRM.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Bookafy
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 → Bookafy Triggers & Actions
Appointment type is created in Bookafy
Triggers the automation when a new appointment is created
Try it → What can you automate with Bookafy + Microsoft Dynamics 365 CRM?
Streamline your scheduling and CRM management by automating data sync, lead creation, and customer updates.
📅
Create CRM leads from new appointments
Automatically generate a new lead in Microsoft Dynamics 365 CRM every time an appointment is created in Bookafy. Eliminate manual data entry and ensure no prospect is missed.
📝
Capture every submitted booking field
Map all available Bookafy appointment answers directly into Microsoft Dynamics 365 CRM fields instead of just names and emails. Your CRM records become a complete picture for follow-up.
🔔
Notify your team instantly on new bookings
Alert your sales or support team the moment a customer books an appointment or creates a new profile. Ensure rapid response times for every prospective client.
🔀
Route records based on submitted criteria
Trigger different follow-up actions in Microsoft Dynamics 365 CRM depending on appointment types or customer inputs. Direct high-value bookings to senior reps automatically.
🔄
Keep CRM contacts and accounts updated
Ensure your Microsoft Dynamics 365 CRM database reflects the latest details whenever customer information or booking statuses change in Bookafy.
🔍
Search and update existing records
Search for existing leads or accounts in Microsoft Dynamics 365 CRM before creating entries, updating current profiles to prevent duplicate records.
📋
Manage cases and support tickets
Create or update support cases in Microsoft Dynamics 365 CRM when consultation bookings or user accounts require follow-up attention.
💬
Extend your workflow to Slack or email
Connect your core Bookafy and Microsoft Dynamics 365 CRM workflow to Slack to announce new bookings and coordinate team follow-ups effortlessly.
And much more...
Who is Bookafy + Microsoft Dynamics 365 CRM integration for?
Connecting Bookafy and Microsoft Dynamics 365 CRM helps sales teams, support agents, and managers streamline appointment scheduling, eliminate duplicate records, and keep customer data accurate.
Operations Managers
Sales Development Reps
Account Managers
Customer Support Leads
Sales Representatives
CRM Administrators
📈
Operations Managers
You're reviewing appointment metrics across systems but your CRM reports only update when someone manually exports bookings, so the lead counts you're tracking are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your data stays current.
⚡
Sales Development Reps
You rely on rapid outreach after consultations are booked but find out about new meetings too late, so prospects go cold before you make contact — this integration means every appointment creates a lead instantly so you can follow up while interest is high.
📊
Account Managers
You answer to clients who want immediate proof of meeting schedules and project kickoff progress, but pulling manual status reports wastes hours every week — automating both apps means meeting updates sync straight to your CRM records so clients see accurate timelines.
🔥
Customer Support Leads
The volume of consultation bookings is too high for your team to keep up with by hand, leading to missed entries and disjointed customer histories — connecting these apps means every appointment and customer record is created automatically without manual effort.
🔄
Sales Representatives
You own the outreach stage and depend on schedulers upstream to hand over booking details, but delays leave you waiting for client notes — this integration means every appointment detail flows directly into your CRM workspace the moment it happens.
🗂️
CRM Administrators
You need a reliable customer history in your database but keep finding missing records and mismatched data between your calendar and CRM — automating both apps means every booking and customer profile is captured accurately every single time.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Bookafy
Build and manage your Microsoft Dynamics 365 CRM + Bookafy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Bookafy 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
Connect Microsoft Dynamics 365 CRM + Bookafy Now 
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Frequently Asked Questions
How do I connect Bookafy to Microsoft Dynamics 365 CRM?
You can connect Bookafy to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Link your accounts, select a ready template, or ask Integrately AI to build your automation alongside tools like HubSpot, Slack, and Mailchimp.
Can I automatically create Microsoft Dynamics 365 CRM leads from Bookafy appointments?
Can I connect Bookafy, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Bookafy and Microsoft Dynamics 365 CRM?
How does Bookafy handle appointment data during integration?
How does Microsoft Dynamics 365 CRM receive updates from Bookafy?
Do I need coding skills to automate Bookafy and Microsoft Dynamics 365 CRM?
Is the Bookafy and Microsoft Dynamics 365 CRM integration free?
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