SugarCRM Calendly Integration

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.

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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.

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.

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

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

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Our Respected Clients

Which peoples loves us a lot, please check out what about says about us

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Try any plan for 30 days!

Plan - Monthly

$39 /monthly
  • Unlimited Users
  • Outstanding Support
  • Works on versions 7.0.0 and above

Plan - Yearly

$349 /yearly
  • Unlimited Users
  • Outstanding Support
  • Works on versions 7.0.0 and above

Let's Make Something Amazing Together

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