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Integrate Calendly with Freshworks CRM

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

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Calendly + Freshworks CRM

  • Calendly Integration Freshworks CRM Integration

    Calendly + Freshworks CRM

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

    Calendly + Freshworks CRM

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

    Calendly + Freshworks CRM

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

    Calendly + Freshworks CRM

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

    Calendly + Freshworks CRM

    Create Task from Freshworks CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Freshworks CRM Integration Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Calendly + Freshworks 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.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How Calendly & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Calendly and Freshworks CRM

Calendly

Calendly is an online scheduling spution for businesses providing them with a simple platform to manage their appointments. The software allows users to set up meetings and appointments via the web or mobile apps. It also provides users with calendar management features like free/busy time, booking confirmations, email reminders, online booking widget etc.

Freshworks CRM

Freshworks CRM is one of the most widely used CRM sputions that offers its users with customer contact management, sales, marketing automation, service desk, mobile, analytics and reporting capabilities. It has the ability to integrate with various other tops like Google Analytics, Zendesk, Salesforce, Google Apps etc. It also comes with built-in integrations with Freshdesk and Freshsales.

Integration of Calendly and Freshworks CRM

The integration between Calendly and Freshworks CRM makes it easy for users to schedule meetings through Freshdesk by integrating Calendly with Freshdesk. A user can connect their Calendly account with their Freshdesk account to access Calendly’s scheduling capabilities on Freshdesk. Users can start their appointment request from the email notification that they receive from Freshdesk. There are two ways of doing this. The first method is to click on “Schedule Appointment” button which will open a popup window where users can select the date and time for the appointment. Another method of making appointment requests is by simply clicking on the app icon of Calendly which will take users to the calendly dashboard where they can make appointments with their customers. The second method will help you if you are using a third party calendar service like Google Calendar. If you are using Google Calendar then you do not need to link your accounts as Calendly can pull your data from Google Calendar into its own calendar. If you are using any other calendar then you have to link your calendar to Calendly and then configure the integration settings in Freshdesk’s calendar settings.

Benefits of Integration of Calendly and Freshworks CRM

Some of the benefits and advantages of integrating Calendly and Freshworks CRM include:

Time saving. Using this integration allows users to schedule meetings straight from their inbox. No need to go back and forth between different applications

Using this integration allows users to schedule meetings straight from their inbox. No need to go back and forth between different applications Reducing back and forth emails. As previously mentioned, this integration allows users to schedule meetings directly from their inbox without any hassles

As previously mentioned, this integration allows users to schedule meetings directly from their inbox without any hassles Improved productivity. This integration helps users save time and improve their productivity as they don’t have to keep switching between different applications and websites

This integration helps users save time and improve their productivity as they don’t have to keep switching between different applications and websites Avoids double booking. This integration allows users to avoid unnecessary double bookings as they can check for availability directly from their email notification. The availability information may be provided by Calendly itself or by your third party calendar service like Google Calendar

The process to integrate Calendly and Freshworks CRM 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.