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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Slack Integration
Slack Integration with SuiteCRM helps connect and automatically communicate recent activities to team members from your CRM, powered by workflow notifications. Keep your team in the loop with realtime Slack messages that reflect the latest actions in SuiteCRM.
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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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MTS LineItems
MTS Line Items is a tool to help you link your products and services to the Opportunities module. With it you can easily track both products and services that a customer has bought. It also supports converting an Opportunity to a Quote, Contract, or Invoice for a customer. Works with exporting to PD...
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