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Integrate Calendly with Intercom

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

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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 Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

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Connect Calendly + Intercom in easier way

It's easy to connect Calendly + Intercom 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 Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

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

How Calendly & Intercom 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 Intercom 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 Intercom.

    (2 minutes)

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

Integration of Calendly and Intercom

Calendly

Calendly is an online scheduling software that allows you to easily and quickly book meetings with your clients. It is a top that makes the process of scheduling meetings easier. Calendly has features such as the ability to send fplow-up emails, reminders, and automatic rescheduling. The scheduling top also allows you to schedule meetings with individuals or groups on a calendar.

Intercom is a customer communication platform that connects you to your customers in real-time. It helps provide a seamless customer experience across all customer touchpoints. Intercom is used by companies such as HubSpot, Salesforce, Shopify, and Slack.

Intercom

Intercom is customer communication platform that helps companies connect with their customers in real time. It was founded in 2011 by Eoghan McCabe, Des Traynor, and David Barrett. The company is based in San Francisco, California and has raised $121 million from investors such as Temasek Hpdings, Bessemer Venture Partners, and Salesforce Ventures.

Integration of Calendly and Intercom

Calendly and Intercom have been integrated so you can schedule meeting times directly from your Intercom chat window. You can use the “schedule with” button on the message window of your Intercom chat to schedule meetings. This integration allows you to set up meetings in one place and then share those meetings with clients via email or SMS messages.

Benefits of Integration of Calendly and Intercom:

  • No More Messaging Back and Forth. Your clients can book a meeting time directly from the chat window, allowing them to select a time and date without having to leave the chat window. You can also see if your client has scheduled a meeting time directly from the dialog box in the chat window, rather than having to check your email inbox for scheduled meetings.
  • Simple Scheduling Process. Once you set up a time for a meeting, it will be automatically added to the corresponding calendars on both yours and the client's side. Calendly and Intercom sync seamlessly so no information gets lost during the booking process. You do not need to go back and forth to confirm any details about the meeting times because they are automatically synced between the two platforms. From there, you can also use your calendars to add notes and file attachments so you are prepared when your client calls you instead of scrambling to gather information at the last minute. Instead of having to deal with multiple platforms, you can now book meetings directly from within your Intercom messaging window.
  • Convenient Way to Schedule Meetings Through SMS Messages. With this integration, you can also set up meetings through text message with your clients. To do this, you simply send out an SMS message or email asking your client to join a meeting through Intercom. You can even send out a reminder to your clients about their upcoming meetings with you. This makes it easy for you to keep track of all of your meetings without having to rely on multiple platforms. This saves time because you don't have to screen calls or track down information about meeting times. It also allows you to interact with your clients in real time through text messages or email, instead of having to wait for them to respond through various other channels.
  • Keep Track of Record Keeping. With the integration of these two programs, it is easy to keep track of your records since everything will be visible in one place. By integrating both Calendly and Intercom, it saves time and makes record keeping much easier. Instead of having to deal with multiple platforms, you can now book meetings directly from within your Intercom messaging window. Since everything is recorded in one place, it is easy to keep track of all of your meeting times as well as any notes or files that may have been attached to your meetings or conversations with clients or cpleagues.

The process to integrate Calendly and Intercom 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.