Description
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
SDFI – 8:49 pm February 3rd, 2021 –
Very responsive when we needed assistance via Skype! We are now using our new Calendly -SUITE plug-in now successfully! Thank you for all your help on this.
juliocesar – 4:47 am January 27th, 2021 –
Very promising support by the team. I recommend this addon for syncing meeting with calendly.
From
A.P.S.A