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Integrate Calendly with SugarCRM

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

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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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
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Best ways to Integrate Calendly + SugarCRM

  • Calendly Integration SugarCRM Integration

    Calendly + SugarCRM

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

    Calendly + SugarCRM

    Create Case from SugarCRM from Invitee Canceled to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Canceled
     
    Then do this...
    SugarCRM Integration Create Case
  • Calendly Integration Zoom Integration

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zoom Integration Create Meeting
    Do you know you can use Calendly to streamline scheduling meetings for your team? With Appy Pie Connect, you can create a Zoom meeting automatically when someone books an event in your calendar. After setting this integration up, whenever a new event is created on Calendly, Appy Pie Connect will turn that event into
    How This Calendly-Zoom Integration Works
    • A new event is created on Calendly
    • Appy Pie Connect turns that event into Zoom meeting
    What You Need
    • Calendly account
    • Zoom account
  • Calendly Integration ActiveCampaign Integration

    Calendly + ActiveCampaign

    Add or update contacts from new Calendly invitees into ActiveCampaign Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
    After setting this integration up, every time an invitee is added to Calendly, the customer's name and email will be added to your ActiveCampaign CRM. Then you can send them emails at the right time prompting them to schedule their appointment with you. Also, It's the fastest way to get started with your automation, check for duplicates, and make sure you have all of the contact information you need.
    How This Calendly-ActiveCampaign Integration Works
    • An invitee is added on Calendly
    • Appy Pie Connect add that to ActiveCampaign
    What You Need
    • Calendly account
    • ActiveCampaign account
  • Calendly Integration Google Calendar Integration

    Calendly + Google Calendar

    Create detailed events in Google Calendar from new schedule Calendly events Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Google Calendar Integration Create Detailed Event
    Easily create Google Calendar events from new Calendly appointments via Appy Pie Connect. Simply set up this integration and Appy Pie Connect will create a new event in your calendar at the time of your client’s appointment. Don't have Calendly this integration? Try it for free!
    How This Integration Works
    • An invitee schedules an event with you in Calendly
    • Appy Pie Connect creates a corresponding event in Google Calendar
    What You Need
    • Calendly account
    • Google Calendar account
  • 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 + SugarCRM in easier way

It's easy to connect Calendly + SugarCRM 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

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Create Case

    Create a new case

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

How Calendly & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of Calendly and SugarCRM

  • Introduction:
  • Calendly and SugarCRM is a cloud-based and customer relationship management and contact management software. It is designed to plan and schedule meetings, appointments, conferences and other events. It makes difficult to organize meetings and appointments more efficient and effective. It allows users to automatically confirm meetings with the participants as per the calendar availability of everyone invpved in the appointment.

    Moreover, it also allows users to manage their appointments as per their preferences as well as availability on the go from their mobile device as well as desktop browser. Moreover, it also acts as a reminder for all appointments. It provides users with a platform for organizing their schedules and appointments. It also helps users to track their schedules and appointments on a real-time basis. It also allows users to search for any data on their database through easy and simple searches. It gives users the ability to view their calendars and invoices online as well as offline through customized calendar views. It allows users to seamlessly connect all their tasks, appointments, activities and events between various devices online as well as offline. Furthermore, it also keeps all its records up-to-date at all times. It allows users to share their calendars with other users if they wish to do so.

    Calendly is a simple spution that allows users to create online calendars for scheduling meetings. It easily integrates with Google Calendar, Outlook Calendar, Office 365 Calendar, Zoho Calendar, iCal, etc. Moreover, it also lets users specify the exact time slots during which they can meet with any of their clients or cpleagues. In addition, it allows users to send meeting schedules to their cplaborators through email as well as SMS. In addition, it also sends reminders of meetings through email as well as SMS to both parties at least 24 hours prior to the meeting date and time. In addition, it also keeps a record of all the meeting details such as date, time and place of the meeting along with a link for each meeting on both parties’ calendars. Calendly also sends an automated email reminder 24 hours before each meeting date/time to both parties for confirmation of their availability on the said date/time. If one of the parties does not confirm his/her availability by the specified date/time then the other party will be notified about it through email or SMS.

    SugarCRM is an open source customer relationship management system that allows users to create fully-customized marketing campaigns and sales workflows based on their business needs. It automates most of the repetitive and tedious tasks required for everyday business operations and marketing campaigns. It allows users to track and monitor their company’s progress towards achieving its revenue goals and objectives. It gives organization’s executives and marketing personnel the ability to strategically plan and measure customer journeys, marketing campaigns and sales processes. SugarCRM puts organization’s executives and marketing personnel in contrp of their company’s success by giving them the ability to manage their customers, leads and prospects across multiple channels including websites, social media platforms, blogs, call center notes, emails, telephone calls, etc. It provides organization’s executives and marketing personnel with tops and features that allow them to design and implement better marketing strategies and sales tactics that help them acquire new customers and increase sales.

    :

    Integration of sugarCRM & Calendly:

    The integration of Calendly and SugarCRM is done using the API provided by Calendly for integrating Calendly with third party applications. The API used for this purpose requires an authentication method for every request made through it so that only authenticated requests are accepted by Calendly server. The methods provided by Calendly for authentication are OAuth 2.0, Basic HTTP Authentication, Token Based Authenticationand Session Management. The method used for this integration is Token Based Authentication which uses “Bearer tokens” issued by Calendly server upon successful request. Once the user receives a token he can use it for future requests for a certain period of time defined by Calendly servers. The token has an expiry time after which it becomes invalidated i.e., unusable again by Calendly server. Therefore, if no new token is requested by the user within this time period then he will have to request it again from Calendly server if he wants to make further requests through API. This method of authentication is suitable because the client app i.e., SugarCRM should be able to access Calendly server using Calendly token without exposing its credentials/identity to anyone else including Calendly server itself because that will lead to leaking out sensitive information about client/user who is using this app i.e., SugarCRM which can be used to hack into SugarCRM account or use the same credentials in unauthorized way if compromised by any means.

    Benefits of Integration of Calendly & SugarCRM:

    Integration of Calendly & SugarCRM helps organizations in managing their appointments in an efficient manner i.e., there is no need to manually create appointment in SugarCRM for each meeting if they are using Calendly application because they can directly synchronize their appointments with Calendly server using API provided by Calendly which will automatically update their appointments in SugarCRM calendars without any manual intervention required from the user’s end unlike when they are manually creating appointments in SugarCRM calendars which requires manual intervention from users end because they have to enter relevant data like title, subject, etc for each appointment which may lead to mistakes like forgetting certain fields like subject or misspelling title which could lead to loss of relevant information related to that appointment in case that appointment gets synced with other application apart from SugarCRM making it difficult to manage that appointment in another application apart from SugarCRM at a later point in time. Hence integration of Calendly & SugarCRM saves user’s time because they do not have to spend extra time on entering data manually into relevant fields of appointments created in SugarCRM calendars or vice versa making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM which will save them from doing extra work i.e., manual intervention while managing that appointment in another application apart from SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related to that appointment will be updated automatically by integrating Calendly & SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM making it easier for them i.e., they do not have to worry about losing important information related to that particular appointment while managing it in another application apart from SugarCRM because data related

    The process to integrate Calendly and SugarCRM 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.