Highlevel Overview

Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SugarCRM for real-time calendar syncing. With this fantastic solution by Verity Infotech, you can sync your event invitation into SugarCRM as a meeting and save your invitee as a contact record, plus many more useful features.

What is Calendly? It 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.

How it Works

The SugarCRM 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

If an invitee creates or reschedules a meeting, it will create a meeting record in SugarCRM with details.

SugarCRM Calendly Integration meeting record

SugarCRM Calendly Integration meeting record details

If an invitee cancels a meeting, it will update a meeting record in SugarCRM with details.

SugarCRM Calendly Integration cancelled meeting

SugarCRM Calendly Integration cancelled meeting details

To learn more, go to the SugarCRM Calendly Integration or search for "Calendly."

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