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."
-
Sales Quotas
Define Quotas for your Sales Reps and visualize achievement and forecast.
-
Kanban Views
Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
-
Favorites Dashlet
With the Favorites Dashlet add-on, users can save time and clicks by easily accessing their priority or most-visited records by adding a Favorites dashlet to the SuiteCRM home page.
- Show more addons