Schedule meetings without the back-and-forth emails and have all actions sync in SugarCRM
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 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 SugarCRM with details.
If Invitee cancels a meeting, it will update a Meeting record in SuitCRM with details.