Integrate Calendly and SuiteCRM
Calendly is a popular scheduling and time management software that allows users to share meeting links easily with others while also managing their schedule to avoid the hassle of going back and forth to arrange a suitable time for both parties. Calendly offers the option to create time slots and offer available slots to the invitee.
With RT Calendly, you can ensure your SuiteCRM calendar stores your Calendly meetings to become the unified source for time management. Users can manage their schedule directly from the CRM while also taking advantage of the usability features of Calendly.
How it Works
Please Note: You will need to have a registered Calendly account before you can use the Calendly Integration for SuiteCRM.
With RT Calendly, all the events you schedule on Calendly will be synced to your SuiteCRM calendar. Taking advantage of the simplicity of the Suite Calendar module, you can see all your scheduled events as well as free time slots without having to move away from the CRM environment.
Add Invitees to Your Contacts List
Any and all invitees that have been added to a Calendly event are added to your CRM as contacts. If an invitee's email already exists in your Contacts, all new meetings are linked to the pre-existing record. Grow your contact list and generate leads faster by combining the power of Calendly and SuiteCRM.
Sync Meeting Records
Each Calendly meeting is not only added to your CRM calendar, it also shows up in the Meetings module. The meeting is also visible in each invited Contact's detail view under Activities.
Any changes made to a Calendly event are instantly updated on CRM, and a notification is generated for the CRM user. This allows you to keep on top of your schedule without needing to leave the CRM.
Get Your Team On-board
If you have multiple CRM users, who all need to manage their appointments, Calendly's team plan allows you to add multiple accounts to a single group. RT Calendly integration allows you to sync your whole team with a single license.
Please see the documentation section for a detailed installation and usage guide.
Calendly Integration offers monthly and yearly subscription plans. Please check the pricing details for more information. Please note that you need to have a registered Calendly account before you can use Calendly Integration.
If you have more questions, send us an email at firstname.lastname@example.org with your query. A representative will get in touch with you as soon as possible. Otherwise, you can create a case or question for us.