Highlevel Overview
Never miss scheduling an appointment or seizing a new business opportunity when you connect YouCanBook.me with SuiteCRM for real-time calendar syncing. With the YouCanBook.Me Integration by Verity Infotech, you can sync your event invitation into SuiteCRM as a meeting and save your invitee as a contact record, plus many more useful features:
- Syncs all new events scheduled or rescheduled
- Automatically creates the meetings and contact from events
- Updates the canceled or rescheduled events
How it Works
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, and Canceled Events
- 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
Check the contact and meeting created:
New and rescheduled meetings create a Meeting record in SuiteCRM:
Cancelled meetings create an updated Meeting record in SuitCRM:
To learn more about this solution, go to YouCanBook.Me Integration or search for "calendar syncing."
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Redian Zoom Connector
The Redian Zoom Connector works as an extension enabling SuiteCRM users to easily connect with Zoom to automate the process of scheduling meetings. Zoom meeting links get auto-generated from SuiteCRM, then distributed to the associated contacts in the calendar invite.
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Approval Process
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
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MTS Record Score
MTS Record Score is a powerful tool that enables you to assign and manage scores for records in any SuiteCRM module, transforming your raw data into actionable insights.
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