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Integrate Calendly with Agile CRM

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

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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.

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.

Agile CRM Integrations
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Best ways to Integrate Calendly + Agile CRM

  • Calendly Integration Agile CRM Integration

    Calendly + Agile CRM

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

    Calendly + Agile CRM

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

    Calendly + Agile CRM

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

    Calendly + Agile CRM

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

    Calendly + Agile CRM

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

    Calendly + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Calendly & Agile CRM Integrations Work

  1. Step 1: Choose Calendly 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 Agile CRM 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 Calendly to Agile CRM.

    (2 minutes)

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

Integration of Calendly and Agile CRM

Calendly and Agile CRM are two software programs that help in improving productivity and efficiency. They can also be referred to as cloud-based application.

Calendly is a web based software that helps users schedule appointments within their business. It integrates with an array of applications such as Google Calendar, Outlook, Zapier and more. A user is able to schedule an appointment through the online platform. This works by allowing a user to set a time that works best for them on their calendar. The user can then send this information to the individual they are trying to schedule an appointment with. If both parties agree on this time, the software will automatically update the calendar of both individuals.

    Integration of Calendly and Agile CRM

Integration of Calendly and Agile CRM will make it possible for business users to have automatic updates on their calendars from different clients and colleagues. The integration of these two platforms will enable a business user to schedule appointments with ease and efficiency. It will save time because it will eliminate the manual process of scheduling meetings and appointments. The integration of these two platforms will enhance business operations and performance because there will be no need to worry about double bookings or forgetting an appointment because it has been scheduled. All that is required is for the user to have access to either platform that integrates with the other.Agile CRM is a SaaS CRM that offers tools for sales, marketing, customer support, lead generation, project management and more. It is intended for business owners who want to improve productivity and efficiency in their day-to-day operations. It enables users to create custom workflows through drag and drop features, automates tasks and helps users work remotely.

    Benefits of Integration of Calendly and Agile CRM

The integration of Calendly and Agile CRM will save time and labor costs by eliminating the manual process of scheduling meetings and appointments. Businesses can now focus on growing their client base by saving time on tedious tasks such as scheduling appointments and managing their calendars. They will also have access to information about their customers which they can use to market their products and services effectively. Businesses will also increase productivity levels because they will have quick access to client contact information and appointments. Businesses can now focus on growing their client base while increasing their level of efficiency and productivity.

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