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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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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E-signature Field
Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
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Google Calendar Sync
Synchronizing your Google Calendar with SuiteCRM is now made easy with our Google Calendar Sync add-on. Now keep your important meetings organized in one place.
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