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Integrate Calendly with Apptivo

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

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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 Apptivo

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.

Apptivo Integrations

Best ways to Integrate Calendly + Apptivo

  • Calendly Integration Apptivo Integration

    Calendly + Apptivo

    Add Employee in apptivo when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Apptivo Integration Add Employee
  • Calendly Integration Apptivo Integration

    Calendly + Apptivo

    Create Lead from apptivo from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Apptivo Integration Create Lead
  • Calendly Integration Apptivo Integration

    Calendly + Apptivo

    Create Opportunity from apptivo from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Calendly Integration Apptivo Integration

    Calendly + Apptivo

    Create Case from apptivo from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Apptivo Integration Create Case
  • Calendly Integration Apptivo Integration

    Calendly + Apptivo

    Create Contact from apptivo from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Apptivo Integration Create Contact
  • 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 + Apptivo in easier way

It's easy to connect Calendly + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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

How Calendly & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Calendly and Apptivo

Calendly and Apptivo are both online scheduling platforms that allow users to book times for meetings and appointments. Calendly and Apptivo both offer a variety of features, such as:

Calendly:

Free plan available for up to 5 hours per month

Whether the meeting organizer is free or busy, potential clients can schedule a time to meet from a set of options

Option to send reminder emails to the person scheduling the meeting

Apptivo:

Pay as you go plans which include many customizable features

The ability to send appointment reminders to customers to confirm their attendance, as well as a calendar link for easy access

Integration of Calendly and Apptivo

The integration of Calendly and Apptivo provides a convenient way to schedule appointments with clients. Both services allow you to create a single-click link on your website. The link directs users to a scheduling page where they can easily book different appointment times. Both services allow you to create custom text for your links, which allows you to provide more detail about the appointment. For example, if the customer has a specific task in mind, you can create a link that describes what will be discussed during the meeting. However, this also means that the two services may not align. You can use a generic text message for all of your bookings, but that defeats the purpose of the customization offered by Calendly and Apptivo. Both Calendly and Apptivo allow you to create custom descriptions for your links, but the descriptions may vary in length, which could confuse potential clients into thinking that one service is better than another based on personal preference. Additionally, both Calendly and Apptivo allow you to specify an optional URL when creating your links. This is beneficial when you want to direct your customers to specific information before they book an appointment with you. For example, if you are working on an announcement or project, you can direct your customers to relevant pages within your website before they book an appointment with you. However, the layout of the URLs may differ depending upon the service. For example, Calendly uses http://yourwebsite.com/calendar/appointment-link/ while Apptivo uses http://yourwebsite.com/appointment_link= . Overall, Calendly and Apptivo offer many similar features for scheduling appointments with potential clients. One central difference between the two services is that Calendly allows you to schedule appointments with individuals while Apptivo focuses on businesses. Both Calendly and Apptivo have security measures in place to ensure that users are protected when scheduling appointments with other users. For example, Calendly requires appointments to be scheduled through email or phone verification while Apptivo requires some form of identification when creating an account. However, both Calendly and Apptivo do not offer any sort of insurance ppicy in case something goes wrong during the meeting.

Benefits of Integration of Calendly and Apptivo

While there are some benefits of integrating Calendly and Apptivo, there are also some downsides. Overall, Calendly and Apptivo are both convenient ways to schedule appointments with potential clients without having to go through the trouble of sending them an email regarding an appointment. However, some downsides include:

For example, if your potential client is using an pder computer or does not have internet access, they may not be able to use either service. Additionally, if your potential client wants to schedule an appointment with you immediately, it may be easier for them to do so if they have already downloaded the app you use instead of trying to find one of your website’s links or phone numbers. While these are not major issues, they are still things to keep in mind when deciding whether or not to integrate Calendly and Apptivo.

The process to integrate Calendly and Apptivo 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.