Connect Cal.com and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Cal.com and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
Do thisActions
Action is the task that follows automatically within your Cal.com integrations.
List Attendees
List all attendees
List Booking References
List all booking references.
List Destination Calendars
List all destination calendars
List all Event Types
List all event types
List Memberships
List all memberships.
List Payments
List all payments.
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Step by step guides to integrate Cal.com and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Cal.com and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Cal.com data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cal.com and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cal.com and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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