Highlevel Overview
Does your team need a seamless and efficient way to manage customer appointments and interactions related to your CRM? With the SuiteCRM Appointlet Integration by Sapient Softwares, every meeting scheduled via Appointlet is automatically and instantly reflected in SuiteCRM. This enables your team to focus on what matters most – providing exceptional service and growing your business.
- Real-time data synchronization keeps your CRM up to date with the latest booking details, client information, and meeting schedules
- Streamlined appointment management with a holistic view of customer interactions within SuiteCRM
- Powerful tool for enhancing customer engagement, automating workflows, and reducing manual administrative tasks
How it Works
The following event types will sync bookings into SuiteCRM:
- Meeting Scheduled
- Meeting Rescheduled
- Meeting Canceled
Contact/Lead
It creates a lead/contact record based on the email address that exists in SuiteCRM and relates to the meeting records.
Meeting
It creates a meeting record with all the details of the appointlet booking.
When someone cancels the meeting, it updates the SuiteCRM meeting record as follows.
SuiteCRM user can see all the meetings on the dashboard that are assigned to him/her.
To learn more about this solution, go to SuiteCRM Appointlet Integration, or search for "Appointlet" on the marketplace.
-
SuiteCRM & Mautic Integrator
Are you facing difficulties trying to coordinate efforts between marketing and sales? The SuiteCRM & Mautic Integrator by eVolpe is the best solution that will help you solve this issue. TRY IT NOW FOR FREE!
-
SuiteCRM Survey Rocket
SuiteCRM Survey Plugin Integrate the SuiteCRM survey plugin to create, design and send attractive surveys to get actionable feedback from your prospects. This can help you direct your business strategies. Get feedback directly from your respondents and easily manage them in SuiteCRM.
- Show more addons