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.
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
Calendly + ApptivoAdd Employee in apptivo when Invitee Created is added to Calendly Read More...
Calendly + ApptivoCreate Opportunity from apptivo from Invitee Created to Calendly Read More...
It's easy to connect Apptivo + Calendly without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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 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.
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.
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.