Apptivo + Calendly Integrations
Appy Pie Connect allows you to automate multiple workflows between Apptivo and Calendly
- No code
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- Lightning Fast Setup
10 Million man hours saved
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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 IntegrationsBest ways to Integrate Apptivo + Calendly
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Calendly + Apptivo
Add Employee in apptivo when Invitee Created is added to Calendly Read More...When this happens...
Invitee Created
Then do this...
Add Employee
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When this happens...
Invitee Created
Then do this...
Create Lead
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Calendly + Apptivo
Create Opportunity from apptivo from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Opportunity
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When this happens...
Invitee Created
Then do this...
Create Case
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When this happens...
Invitee Created
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Apptivo + Calendly without coding knowledge. Start creating your own business flow.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Invitee Canceled
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
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Invitee Created
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How Apptivo & Calendly Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Calendly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Calendly.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Calendly
Apptivo
Apptivo is a cloud-based CRM software that helps small businesses in managing their contacts, email and social media marketing. It provides tops which help in analyzing your business and helps you achieve success.
Calendly
Calendly is an online booking top which allows you to schedule meetings with your clients. It allows you to create unlimited number of free and paid booking slots.
Integration of Apptivo and Calendly
Apptivo provides users with all the tops they need to manage their sales and customer relationship management. It allows them to take contrp of their data by making it available to them under one roof. With this integration of Apptivo and Calendly, users can fully utilize the potentials of both these tops. The integration will be done through a web service layer which will allow both, Apptivo and Calendly to communicate with each other. Once the services are integrated, you can use the calendar data from Calendly into Apptivo. You can also use the Apptivo contacts into Calendly. This functionality saves a lot of time for the users as they do not have to enter data all over again. Instead, they can just select the contacts from Apptivo. This integration will also make it easy for you to generate reports about your appointments and bookings from different sources.
Benefits of Integration of Apptivo and Calendly
Integration of Apptivo and Calendly enables users to manage their appointments and bookings more efficiently without having to switch between different sites and applications. This integration also allows you to keep your business data updated and synced across devices which will save your time and effort. It also allows you to save money as you won’t need to pay a monthly fee for using the services of those two tops separately. With the integration, you can easily see what your clients have scheduled or booked and you can create reports based on those data. You can also check the availability of your staff members easily. The integration of Apptivo and Calendly will also help you manage leads better as it will help in keeping track of leads generated through Calendly’s booking option. You will be able to get information about prospects much faster when they book an appointment through Calendly.
The process to integrate Apptivo 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.
