Calendly is an online software that helps you effortlessly schedule meetings and appointments. It's designed to help professionals, freelancers and business owners better manage their appointments and never miss a sales opportunity.

Calendly helps you schedule meetings without the back-and-forth emails. All actions sync in SuiteCRM.

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 & Canceled Event - 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

Features

• Syncs all new events scheduled or rescheduled
• Automatically creates the meetings and contact from events
• Updates the cancelled or rescheduled events

Check the Contact and Meeting created and related information.

If Invitee creates or reschedules a meeting, it will create a Meeting record in SuiteCRM with details.

If Invitee cancels a meeting, it will update a Meeting record in SuitCRM with details.

Get in Touch:

For support or any questions: Email us at info@verityinfotech.com Skype - info@verityinfotech.com