Calendly - Zoho CRM Sync

Sync Calendly organization and schedule appointments

Built for: CRM Developed by: Ulgebra
4.4k+ Installs
  ( 51 )

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.

Tags

Deployment type Zoho platform
Published date Oct 13, 2019
Version 5.0
Latest Released date May 21, 2023
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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