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:

YouCanBookMe Integration for SuiteCRM contacts detail

New and rescheduled meetings create a Meeting record in SuiteCRM:

YouCanBookMe Integration for SuiteCRM create meeting

Cancelled meetings create an updated Meeting record in SuitCRM:

YouCanBookMe Integration for SuiteCRM updated meeting

To learn more about this solution, go to YouCanBook.Me Integration or search for "calendar syncing."

Like this post?

We'll send you an email once a month with the latest posts.