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Agile CRM + Calendly Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Calendly

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

Calendly Integrations

Best ways to Integrate Agile CRM + Calendly

  • Agile CRM Agile CRM

    Calendly + Agile CRM

    Add Score to Contact in Agile CRM when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Agile CRM Invitee Created
     
    Then do this...
    Agile CRM Add Score to Contact
  • Agile CRM Agile CRM

    Calendly + Agile CRM

    Add Event in Agile CRM when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Agile CRM Invitee Created
     
    Then do this...
    Agile CRM Add Event
  • Agile CRM Agile CRM

    Calendly + Agile CRM

    Create Company from Agile CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Agile CRM Invitee Created
     
    Then do this...
    Agile CRM Create Company
  • Agile CRM Agile CRM

    Calendly + Agile CRM

    Create or Update Contact from Agile CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Agile CRM Invitee Created
     
    Then do this...
    Agile CRM Create or Update Contact
  • Agile CRM Agile CRM

    Calendly + Agile CRM

    Create Deal from Agile CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Agile CRM Invitee Created
     
    Then do this...
    Agile CRM Create Deal
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Calendly in easier way

It's easy to connect Agile CRM + Calendly without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Agile CRM & Calendly Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Calendly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Calendly.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Calendly

Agile CRM is a platform designed to help you work smarter. It’s a way of managing your sales pipelines, leads, contacts and marketing campaigns in one place. You can sync your data from email marketing platforms, social media, and other tops so you don’t have to enter it twice. This means you spend less time on admin tasks and more time closing deals.

Calendly is a free online booking top that streamlines the process of scheduling meetings. With Calendly, you can easily create an online calendar for meeting with clients, prospects or customers. The best part of Calendly is that it’s completely customizable; you can add unlimited prospects, clients and customers who can book appointments with you at the best time for them. Calendly also supports multiple languages so you can easily communicate with a global audience.

Integration of Agile CRM and Calendly offers several benefits to users. Let’s review some of the advantages.

  • Integration of Agile CRM and Calendly saves time

Integration of Agile CRM and Calendly saves time by letting us eliminate duplicate data entry. When we sync our accounts, Agile CRM updates the contact information automatically enabling us to stay on top of our leads, tasks and opportunities. Integration of Agile CRM and Calendly also allows us to get rid of all the bookmarks, spreadsheets and emails that we used to maintain. With Agile CRM, we can schedule meetings directly from the software. This eliminates hours of back-and-forth scheduling emails and phone calls with our clients and prospects. We can even send our schedules to them for their convenience. The time saved by eliminating these manual processes allows us to focus on selling without worrying about managing data entry.

  • Integration of Agile CRM and Calendly saves money

Integration of Agile CRM and Calendly saves money by helping us cut down on subscription fees. Inside of Agile CRM, we can organize our contacts into teams, cplections and projects according to the structure of our business. We can sync them with Zoho Mail which is included inside of our package. This means we don’t have to pay for Gmail or Outlook separately. We also get a virtual phone number for free when we sign up for Calendly. These perks allow us to save money every year on subscriptions. They also make it easier for us to track our team’s performance and deal with any problems that arise.

You can use both Agile CRM and Calendly if you’re looking for a better way to manage your sales process. Integrating these two tops gives you the opportunity to improve upon the way your company currently manages leads, appointments, communications and day-to-day tasks.

The process to integrate Agile CRM and Calendly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.