by RT Dynamic

RT Calendly helps you crush time management by syncing your Calendly account with SuiteCRM so you can efficiently work off of a single, unified calendar.

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FAQ

Do I need a paid Calendly account to use this integration?

No. You can use this plugin with the free or the paid version of Calendly, but the limitations of each plan will apply. For example, the free plan limits the user to one event type, and only paid plans allow more.

Does the plugin sync both ways?

No, the RT Calendly plugin only syncs events one way from Calendly to Suite Calendar and Meetings module.

Can I add invitees of the Calendly meeting to SuiteCRM as contacts?

Any emails that are not already linked to a contact in Sugar are added as new contacts. If an invited email is linked to a contact, the meeting is associated with that contact.

Is it possible to sync multiple Calendly accounts with SuiteCRM?

Yes, RT Calendly is compatible with the teams plan in Calendly. Once an admin user has configured the plugin, all users can sign in to their individual Calendly accounts from the CRM and use the integration.

I cannot reschedule the meeting in SuiteCRM.

Any meetings that have been synced from Calendly cannot be changed in CRM to keep the data in sync. To alter the date and time, make the changes in Calendly, and the new date and time will be added to SuiteCRM.

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