Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SuiteCRM for real-time calendar syncing. Sync your event invitation into SuiteCRM as a meeting and save your invitee as a contact record, plus many more useful features.
Calendly is an online software that helps you effortlessly schedule meetings and appointments. It's designed to help professionals, freelancers and business owners better manage their appointments and never miss a sales opportunity.
Calendly helps you schedule meetings without the back-and-forth emails. All actions sync in SuiteCRM.
Sync your events Invitation into SuiteCRM as a Meeting, and if the Invitee email is found in Accounts, Leads or Contacts, it will relate a meeting with them. Otherwise, a new contact record will be created.
Scheduled, Re-Scheduled & Canceled Event
- Triggers when an Invitee schedules or reschedules an event
- Creates Contact if no email is found in Leads, Accounts or Contacts modules and Meeting in SuiteCRM
- Triggers when an Invitee cancels a scheduled event, and will update the Meeting record in SuiteCRM respectively
- Syncs all new events scheduled or rescheduled
- Automatically creates the meetings and contact from events
- Updates the cancelled or rescheduled events
Check the Contact and Meeting created and related information.
If Invitee creates or reschedules a meeting, it will create a Meeting record in SuiteCRM with details.
If Invitee cancels a meeting, it will update a Meeting record in SuitCRM with details.
Get in Touch:
For support or any questions:
Email us at email@example.com
Skype - firstname.lastname@example.org