The integration of SuiteCRM and Appointlet offers a comprehensive solution for efficient appointment scheduling and customer relationship management. It streamlines processes, enhances engagement, and provides valuable insights, ultimately improving the overall customer experience and the efficiency of your business operations.
User Guide
When an attendee schedules a meeting on Appointlet, it creates records such as Contact/Lead and Meeting in SuiteCRM.
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.
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