Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SugarCRM for real-time calendar syncing. Sync your event invitation into SugarCRM as a meeting and save your invitee as a contact record, plus many more useful features.
Schedule meetings without the back-and-forth emails and have all actions sync in SugarCRM
Calendly is online software that helps you effortlessly schedule meetings and appointments. It is designed to help professionals, freelancers, and business owners to better manage their appointments and never miss a sales opportunity.
The Calendly Integration for SugarCRM delivers real-time calendar syncing for your business, so you never miss an appointment or new opportunity.
How it Works
The Calendly Integration helps you sync your events invitation into SugarCRM as a meeting, and if the invitee email is found in the Accounts, Leads, or Contacts modules, it will relate the meeting with them. Otherwise, a new contact record will be created in Sugar.
Triggers for Scheduled, Rescheduled, and Canceled Events:
- 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 SugarCRM
- Triggers when an invitee cancels a scheduled event and will update the meeting record in SugarCRM respectively
Features
- Syncs all new events scheduled or rescheduled
- Automatically creates the meetings and contact from events
- Updates the canceled or rescheduled events
Check the contact and meeting created and related information.
If an invitee creates or reschedules a meeting, it will create a meeting record in SugarCRM with details.
If an invitee cancels a meeting, it will update a meeting record in SugarCRM with details.
Get in Touch:
For support or any questions: Email us at info@verityinfotech.com Skype - info@verityinfotech.com
