Update Microsoft Dynamics 365 CRM contact from new eTermin event
eTermin + Microsoft Dynamics 365 CRM Integration
Microsoft Dynamics 365 CRM + eTermin Integration
Integrate eTermin to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each booking handled. Capture appointment details, create or update your CRM contacts, alert your sales 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 booked in eTermin Instant- Appointment is deleted in eTermin Instant
- Appointment is updated in eTermin Instant
- Appointment is paid in eTermin Instant
2.
- 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 Contact in eTermin
- Get contact by ID in eTermin
- Search contact by email in eTermin
- Create voucher in eTermin
Trusted by experts at...
Ready Workflows for eTermin + Microsoft Dynamics 365 CRM Integration
Capture bookings, create CRM contacts, update accounts, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
When New appointment booked in eTermin > Check any condition > Create contact in Microsoft Dynamics 365 CRM
eTermin + Microsoft Dynamics 365 CRM Integration
When New appointment booked in eTermin > Check any condition > Create lead in Microsoft Dynamics 365 CRM
eTermin + 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 eTermin + Microsoft Dynamics 365 CRM flow
Sales teams often need to sync booking data with customer chats, support queues, and marketing lists once the CRM record is created. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Mailchimp (4)
Mailchimp (4) +
Microsoft Teams (4)
Microsoft Teams (4) +
Stripe (4)
Stripe (4) +
Zoom (4)
Zoom (4) +
Zendesk (4)
Zendesk (4) E
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When an appointment is booked in eTermin, create a contact in Microsoft Dynamics 365 CRM, and send a confirmation email in Microsoft Outlook
New eTermin bookings immediately create Microsoft Dynamics 365 CRM contacts and dispatch confirmation emails through Microsoft Outlook without manual intervention.
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When an appointment is updated in eTermin, update the contact in Microsoft Dynamics 365 CRM, and notify the team in Microsoft Outlook
Updated appointment details update your Microsoft Dynamics 365 CRM records and alert your team via Microsoft Outlook instantly.
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When an appointment is paid in eTermin, create a lead in Microsoft Dynamics 365 CRM, and send a receipt in Microsoft Outlook
Paid eTermin bookings generate Microsoft Dynamics 365 CRM leads and deliver payment receipts through Microsoft Outlook automatically.
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When an appointment is deleted in eTermin, update the lead in Microsoft Dynamics 365 CRM, and notify your manager in Microsoft Outlook
Cancelled eTermin appointments update Microsoft Dynamics 365 CRM lead statuses and send cancellation notices via Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and eTermin
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 → eTermin Triggers & Actions
Instant
Appointment is booked in eTermin
Triggers the automation when a new appointment is scheduled
Try it → Instant
Appointment is deleted in eTermin
Triggers the automation when any appointment is deleted
Try it → Instant
Appointment is updated in eTermin
Triggers the automation when any appointment is updated
Try it → What can you automate with eTermin + Microsoft Dynamics 365 CRM?
Streamline your scheduling and CRM workflows by automatically turning eTermin bookings into Microsoft Dynamics 365 CRM records and keeping them updated.
📅
Sync every new booking into CRM contacts
Automatically create a Microsoft Dynamics 365 CRM contact the moment an appointment is booked in eTermin. Eliminate manual data entry and ensure every client is recorded instantly.
📋
Capture complete appointment form fields
Map all submitted eTermin booking details directly into your Microsoft Dynamics 365 CRM fields. Keep comprehensive client information accessible for your sales team.
🔔
Alert your team as bookings arrive
Trigger instant team notifications whenever a new appointment is paid or booked in eTermin. Keep your staff informed and ready to act on new opportunities.
🔀
Route records based on submitted data
Apply conditional rules to create different lead types or update specific accounts in Microsoft Dynamics 365 CRM based on eTermin appointment criteria.
🔄
Keep CRM records updated on schedule changes
Automatically update Microsoft Dynamics 365 CRM contacts and leads whenever appointment details are modified in eTermin. Maintain accurate calendar and client histories.
🔍
Prevent duplicates with smart search
Search existing database records before creating new entries in Microsoft Dynamics 365 CRM. Update existing contacts rather than generating duplicate profiles.
💳
Manage later status changes and payments
Handle appointment updates, cancellations, and payment confirmations seamlessly by updating lead statuses and financial records in Microsoft Dynamics 365 CRM.
🔌
Extend your workflow to Microsoft Teams
Connect your eTermin and Microsoft Dynamics 365 CRM flow with Microsoft Teams to broadcast booking alerts and keep your entire department aligned.
And much more...
Who is eTermin + Microsoft Dynamics 365 CRM integration for?
Connecting eTermin and Microsoft Dynamics 365 CRM helps sales, support, and operations teams eliminate manual data entry and keep client appointment records perfectly aligned across platforms.
Sales operations managers
Account executives
Client success leads
Scheduling coordinators
Support supervisors
Database administrators
📈
Sales operations managers
You rely on accurate booking metrics to review pipeline performance, but manual exports leave your reports hours out of date — this integration means every new appointment populates your CRM records instantly and your dashboard stays current.
⚡
Account executives
You need to engage prospective clients the moment they book a consultation, but delayed lead routing makes you miss prime outreach windows — this integration means every eTermin booking creates a lead in Microsoft Dynamics 365 CRM immediately.
📋
Client success leads
You report on onboarding progress to external stakeholders, but scattered scheduling data creates gaps in your timeline tracking — connecting these apps means every client appointment update is logged directly into your CRM history.
🔄
Scheduling coordinators
The volume of daily bookings is too high for anyone to keep up by hand, leading to missed entries and disjointed calendars — this integration means customer bookings automatically generate contacts without manual data entry.
🤝
Support supervisors
You depend on upstream appointment data to prepare customer service resources, but delayed handoffs stall your preparation — this integration means your support team receives immediate notifications whenever a new booking arrives.
🗂️
Database administrators
You need a reliable history of all client interactions, but manual record creation keeps introducing duplicate contacts and missing fields — automating both apps means your database maintains clean, structured contact records.
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 + eTermin
Build and manage your Microsoft Dynamics 365 CRM + eTermin automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + eTermin 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?
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Frequently Asked Questions
How do I connect eTermin to Microsoft Dynamics 365 CRM?
You can connect eTermin to Microsoft Dynamics 365 CRM using 1-click automations on Integrately. Select a ready template or ask Integrately AI to build your workflow in seconds.
Can I automatically create Microsoft Dynamics 365 CRM contacts from eTermin bookings?
Can I connect eTermin, Microsoft Dynamics 365 CRM, and Microsoft Teams?
What is a good Zapier alternative for eTermin and Microsoft Dynamics 365 CRM?
How does eTermin handle data syncing for appointments?
How do Microsoft Dynamics 365 CRM leads and contacts get updated?
Can I automate eTermin and Microsoft Dynamics 365 CRM without coding?
Is the eTermin and Microsoft Dynamics 365 CRM integration free?
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