How to connect Add to Calendar PRO with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Integrate Microsoft Dynamics 365 CRM with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Microsoft Dynamics 365 CRM when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Microsoft Dynamics 365 CRM, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Microsoft Dynamics 365 CRM.
How to connect Add to Calendar PRO with Microsoft Dynamics 365 CRM
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Microsoft Dynamics 365 CRM as the trigger.
- Choose the next action, test the Zap, then activate it.