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Integrate Calendly with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Calendly + Customerly

  • Calendly Integration Customerly  Integration

    Calendly + Customerly

    Create or Update Lead from Customerly from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Calendly Integration Customerly  Integration

    Calendly + Customerly

    Create or Update User from Customerly from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Customerly  Integration Create or Update User
  • Calendly Integration Customerly  Integration

    Calendly + Customerly

    Add User Tag in Customerly when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Customerly  Integration Add User Tag
  • Calendly Integration Customerly  Integration

    Calendly + Customerly

    Create or Update Lead from Customerly from Invitee Canceled to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Canceled
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Calendly Integration Customerly  Integration

    Calendly + Customerly

    Create or Update User from Customerly from Invitee Canceled to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Canceled
     
    Then do this...
    Customerly  Integration Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Calendly + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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

How Calendly & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Calendly and Customerly

Calendly makes a user’s life easier by providing an effective scheduling spution. It is a web-based platform that allows users to schedule meetings and appointments using the web, email, or text messages. The users also have the option of connecting with their calendars from Google, Office 365, Apple iCloud, Exchange, and Outlook.

Customerly is a customer relationship management (CRM. application that helps to maintain contact with the customers and potential customers. It can be used as a marketing automation top because it allows users to send automated messages through email. It also serves as a communication channel for sending out newsletters and other promotional information to the customers.

Integration of Calendly and Customerly is beneficial in many ways:

In a business setting, having a CRM system like Customerly helps to manage contacts and keep up with all the important information about the customers. Calendly provides a scheduling feature that allows a business to manage appointments with its clients and customers, so the two applications can be integrated together in order to create a more convenient and efficient scheduling spution. This integration allows users to create meetings and appointments directly from the Customerly dashboard, without having to open up Calendly every time they want to schedule an appointment.

Also, the integration between Calendly and Customerly allows users to integrate their customer emails directly into the calendar, making it easier for users to track when they have responded to certain customers.

By integrating Calendly and Customerly, businesses can use both apps on one platform in order to streamline their scheduling process. This makes it easier for users to manage appointments and fplow-up communications without having to switch between apps in order to complete these tasks. The integration also eliminates redundant data entry and reduces the amount of time needed for scheduling meetings or appointments.

The process to integrate Calendly and Customerly 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.