Update Microsoft Dynamics 365 CRM contact from new TidyCal event
TidyCal + Microsoft Dynamics 365 CRM Integration
Microsoft Dynamics 365 CRM + TidyCal Integration
Integrate Microsoft Dynamics 365 CRM to TidyCal in one click, or tell Integrately AI how you want each booking handled. Create records, update contacts, notify 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
Booking is created in TidyCal- Booking is cancelled in TidyCal
- Contact is created in TidyCal
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
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + TidyCal Integration
Capture bookings, create leads, update contacts, notify your team, and trigger follow-ups, all in just one click.
Most popular automations
When Booking is created in TidyCal > Check any condition > Create contact in Microsoft Dynamics 365 CRM
TidyCal + Microsoft Dynamics 365 CRM Integration
When Booking is created in TidyCal > Check any condition > Create lead in Microsoft Dynamics 365 CRM
TidyCal + Microsoft Dynamics 365 CRM Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + TidyCal flow
Sync your bookings and customer records with communication, marketing, and spreadsheet tools to keep teams aligned. Pick a combination and activate it in one click.
+
Microsoft Outlook (4)
Microsoft Outlook (4) +
Slack (4)
Slack (4) +
Mailchimp (4)
Mailchimp (4) +
Microsoft Excel (4)
Microsoft Excel (4) +
Zoom (4)
Zoom (4) +
Stripe (4)
Stripe (4) T
M
M
Add every new TidyCal booking as a Microsoft Dynamics 365 CRM lead, and send a confirmation email in Microsoft Outlook
New TidyCal bookings appear in Microsoft Dynamics 365 CRM as new leads instantly while Microsoft Outlook sends out the confirmation email, removing manual copy-pasting.
T
M
M
When a TidyCal booking is cancelled, update the lead in Microsoft Dynamics 365 CRM and notify your team in Microsoft Outlook
Cancelled TidyCal bookings update your Microsoft Dynamics 365 CRM records instantly and notify your team in Microsoft Outlook, so everyone stays aligned.
T
M
M
Create a Microsoft Dynamics 365 CRM contact for every TidyCal contact, and send a welcome email in Microsoft Outlook
New TidyCal contacts populate Microsoft Dynamics 365 CRM automatically while Microsoft Outlook delivers a welcome message, eliminating manual setup.
T
M
M
C
Use ChatGPT to summarise every new TidyCal booking, create a Microsoft Dynamics 365 CRM lead, and email the brief in Microsoft Outlook
ChatGPT analyses TidyCal bookings before Microsoft Dynamics 365 CRM creates the lead and Microsoft Outlook emails the briefing to your team.
Supported triggers and actions for Microsoft Dynamics 365 CRM and TidyCal
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 → TidyCal Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + TidyCal?
Streamline your scheduling and CRM workflows with automated lead creation, instant notifications, and seamless data synchronisation.
📅
Create CRM leads from new bookings
Turn every TidyCal booking into a Microsoft Dynamics 365 CRM lead automatically, eliminating manual data entry and ensuring no prospect is missed.
📝
Capture every custom booking field
Map detailed appointment answers and custom questions from TidyCal directly into your Microsoft Dynamics 365 CRM lead records for comprehensive prospect profiles.
🔔
Notify your team instantly
Alert your sales or support channel the moment a new booking is confirmed so the right team member can prepare or follow up.
🔀
Route leads based on booking answers
Direct VIP or enterprise bookings to senior account managers while standard consultations follow your default CRM routing rules.
🔄
Keep CRM data updated in real-time
Ensure contact details and appointment notes stay perfectly synchronised across TidyCal and Microsoft Dynamics 365 CRM as details change.
🛡️
Prevent duplicate records
Search existing CRM accounts and contacts before creating new entries, keeping your database clean and organised.
❌
Handle appointment cancellations
Automatically update lead statuses and notify relevant team members when a TidyCal booking is cancelled or rescheduled.
💬
Extend your workflow to messaging apps
Automatically notify your team in Slack or Microsoft Outlook whenever a new booking is created or updated.
And much more...
Who is Microsoft Dynamics 365 CRM + TidyCal integration for?
Connecting Microsoft Dynamics 365 CRM and TidyCal eliminates manual data entry, keeping your pipeline accurate and ensuring your team never misses a client appointment.
Sales managers
Account executives
Project coordinators
Operations teams
Customer success reps
Data analysts
📈
Sales managers
You're reviewing weekly pipeline numbers but your CRM leads only update when someone manually exports booking data, so the conversion metrics you're reporting against are always a few hours behind — with this integration, every new booking creates a lead instantly and your reports stay current.
⚡
Account executives
You need to follow up with new prospects immediately after they book, but you find out about appointments too late because calendar notifications get buried in your inbox — this integration means every TidyCal booking creates a lead in your CRM instantly so you can reach out right away.
📋
Project coordinators
You answer to clients who want immediate confirmation of their scheduled consultations, but manual logging causes delays and missed updates — automating both apps means every booking is logged and confirmed immediately, keeping clients fully informed.
📊
Operations teams
The volume of daily appointments is too high for anyone to keep up with by hand, leading to missed entries and incomplete customer records — with this integration, every booking and contact flows directly into your CRM without manual effort.
🤝
Customer success reps
You own the onboarding call and depend on sales to hand over booking details, but information gets lost between systems before you can prepare — connecting these apps means every scheduled meeting populates your CRM records automatically so you're always prepared.
🔍
Data analysts
You need a reliable history of all prospect interactions and keep finding gaps where bookings were never logged in the system — automating both apps means every touchpoint is recorded accurately from the start.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + TidyCal
Build and manage your Microsoft Dynamics 365 CRM + TidyCal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + TidyCal 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
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + TidyCal Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Microsoft Dynamics 365 CRM + TidyCal Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to TidyCal?
You can connect Microsoft Dynamics 365 CRM to TidyCal in 1-click using Integrately. Set up pre-built workflows or ask Integrately AI to build your integration. You can also connect apps like Slack, Microsoft Outlook, and Mailchimp.
Can I automatically create Microsoft Dynamics 365 CRM leads from TidyCal bookings?
Can I connect Microsoft Dynamics 365 CRM, TidyCal, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and TidyCal?
How does Microsoft Dynamics 365 CRM handle contact and lead updates during TidyCal bookings?
What TidyCal booking triggers can start my workflows?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and TidyCal?
Is the Microsoft Dynamics 365 CRM and TidyCal integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Microsoft Dynamics 365 CRM or TidyCal With 1500+ Other Apps
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales, customer support, and accounting tools to manage customer relationships effectively.
See All
Microsoft Dynamics 365 CRM Integrations
Microsoft Dynamics 365 CRM Integrations
No popular apps found
Popular TidyCal Integrations
Sync TidyCal with email marketing, productivity, and communication platforms to streamline scheduling and outreach.
See All
TidyCal Integrations
TidyCal Integrations
No popular apps found
