by Verity Infotech

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.

Includes a 30 day guarantee
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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.

Triggers

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

Features

  • 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.

Contacts_Detail.png

If Invitee creates or reschedules a meeting, it will create a Meeting record in SuiteCRM with details.

Meeting1.png
Meeting2.png

If Invitee cancels a meeting, it will update a Meeting record in SuitCRM with details.

Meeting3.png
Meeting4.png

Get in Touch:

For support or any questions:
Email us at info@verityinfotech.com
Skype - info@verityinfotech.com

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