The integration of SuiteCRM and Calendly offers a seamless solution for efficient appointment scheduling and customer relationship management. It simplifies workflows, enhances customer engagement, and delivers valuable insights, ultimately improving the overall customer experience and boosting the efficiency of your business operations.
User Guide
How It Works
When a meeting is scheduled, it will create a Contact or Lead record based on the attendee information as per your selection in the Admin configuration. The system will check for the existence of the attendee's email address in the CRM, and if no record is found, it will create one. Additionally, it will create a Meeting record with information such as start and end dates, along with additional details from the form. When a meeting is canceled, it will update the cancellation reason within the same meeting.
When an attendee schedules a meeting on Calendly, 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 links it to the corresponding meeting records.
Meeting
It creates a meeting record with all the details of the Calendly booking.
When someone cancels the meeting, it updates the SuiteCRM meeting record as follows:
SuiteCRM User Dashboard
SuiteCRM users can view all the meetings assigned to them directly on their dashboard.
Contact Us Anytime
- We're here to assist you.
- Email: info@sapientsoftwares.com
- Skype: info@sapientsoftwares.com
- Chat with us on Microsoft Teams: info@sapientsoftwares.onmicrosoft.com
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