Calendly is an online meeting scheduling software. Calendly helps you schedule meetings without the back-and-forth emails. The Calendly plugin also allows you to book meetings and classes, view appointment histories, and maintain client details of each Calendly agent, all from within Zoho CRM. Furthermore, synchronize Calendly agents to respective CRM users.
Pricing :
This app contains In-app pricing ($5/user/month). Schedule first 250 appointments for free. No Credit Card is required for free trial.
Key Features:
Calendly Appointments :
Schedule Calendly appointments with Leads, Contacts, Deals & Accounts for any Calendly agent. View the booking links and history of meetings with the particular contact for each Calendly agent.
Calendly Dashboard :
Access the complete history of Calendly meetings of each agent. Select any appointment to reschedule or cancel the appointment.
Incoming Calendly Events :
Map the Zoho CRM users to the respective Calendly agents. Determine the module to add new Calendly contacts to. Create events and activities for incoming events. Enable or disable Calendly booking links as and when required.
Field Mapping: Map the Calendly fields for the incoming events to Zoho CRM fields based on your requirements for individual or multiple Calendly events.
Calendly extension for Zoho CRM is a powerful tool as now I'm able to Schedule, reschedule, and cancel appointments with my Zoho CRM Contacts and Leads without going back to my calendly dashboard - this is very innovative and saves a lot of time unlike when I have to open a lot of tabs on my PC to see if I have any appointments and manage them accordingly. This is the main reason for installing this great tool, and cheers to the Ulgebra Team for this invention.
I am very disappointed with both the product and the support experience. I contacted your support team via WhatsApp multiple times, but they were often unresponsive or offline. When I did receive a response after a long delay, the support agent mentioned they were busy. And when they call me after a long gap, I am busy.
Additionally, I am facing the following issues with the product: While mapping fields in your portal, CRM data is not updating correctly, making it difficult to map fields properly. In CRM, under the Calendly section, all Leads can see all Calendly meetings, which is a major concern.
With these ongoing product and support issues, how can we effectively use your service? I would appreciate a prompt resolution to these concerns.
Jan 20, 2025Submitted from marketplace.zoho.com.au
Tried Zoho Bookings have had serious problems with the integration on that. So I've resorted to Calendly however it wont even download. Trying to reach out to Zoho Support...and they either too busy or when I get through they tell me I will be issued an email on the problem or need to schedule a booking...unfortunately I need this service sooner than later as it impacts my work and may need to look into other sites.
Clearly states that this extension is free in the Zoho marketplace, but it is not. After going through their sign-up process and needing to create an account on the Ulgebra website to manage the extension outside of Zoho CRM, you can finally see it is a 9-day free trial, after which it needs to be paid. Very misleading. Frustrating that they have a Zoho.com email address so they look very reputable but then advertise free when it is not. Will not be moving forward with configuration.
Hello JDS Tech Team, Thanks for bringing this to our notice, we regret your inconvenience. Since we don't have the facility to charge customers on a user basis, we are handling the payment on our side. We will add a note mentioning the subscription fee in the description. As a token of apology, we would like to offer you a one-month free subscription.
Please feel free to reach us at support@ulgebra.com for more clarification.
Hello Gareth, Thanks for providing your review comments and we regret your inconvenience. We would like to understand your issues in detail, one of support rep will be contacting you soon. Kindly suggest your availabilities.
Not worth the money. Did not sync most of my events. Opened a ticket and we only went around in circles when trying to troubleshoot. My last communcation went unresponded to.
After 3 days back and forth with Zoho etc., Calendly does not work. The entry does not appear in Zoho. Did everything according to the instructions but without success. Is anyone ready to help?
I'd like to have an opportunity to integrate Calendly events as Call in Zoho CRM. The main reason is the ability to analyze the numbers of calls made by Sales Manager.
works fine thanks! it creates a lead for every new appointment, but how can I map additional fields, like phone number? this data is now stored in the description of the appointment.
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Hello,
I would recommend you to try Calendly - Zoho CRM Sync. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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