Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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.Calendly Integrations
Calendly + VtigerCreate Organization from Vtiger from Invitee Created to Calendly Read More...
It's easy to connect Vtiger + Calendly without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
As we all know, Calendly is used to schedule meetings in a smart way. A user enters the details of the meeting and sets the rules, such as date, time, duration, and attendees, and then, the system generates an email to send it to the attendees. The email includes a link that allows them to fill out the event. By doing so, they can schedule their calendar more conveniently.
Vtiger CRM is a business management software. It is used for customer relationship management (CRM. It helps its users to plan, execute, track and report on customer engagement activities. Vtiger CRM has a powerful open API for developers to build custom integrations. This integration allows you to sync data from Calendly into Vtiger.
There are two steps to complete this integration:
Step 1 – Create a new Vtiger API project with New APIs & Schemas > API Project > Click “Create New API” button:
Step 2 – Choose the “Vtiger” API project created in step 1 and click “API Settings” button:
Step 3 – Copy the API Key, API Secret Key and API Token Key from the API Project created in step 1 and paste them into the corresponding fields in the “API Settings” page. Then click “Save Changes” button.
Step 4 – Go back to the Calendly Dashboard and click the link “Integrate with Vtiger”. In the pop-up window, input your Vtiger API key, API secret key and API token key in the corresponding fields and press “Link account” button. After that, you will see the success message below:
Step 5 – Now we will try to sync data from Calendly into Vtiger. Go to the “Calendly” menu in Vtiger CRM and choose “Synchronize data from Calendly” option. Then you will see the screen below:
Step 6 – Select one or more events from Calendly and click the “Save” button. After that, you will see the screen below:
You now successfully integrated Calendly with Vtiger CRM!
It is convenient to do scheduling in Calendly with a link instead of filling out a form manually. And then sync data from Calendly into Vtiger, which means all the data in Calendly can be synchronized into Vtiger automatically. Besides, with this integration, we can synchronize data from Calendly into Vtiger while maintaining both systems independently. For example, if you add a new event via Calendly interface but you want to change its details or delete it later in Vtiger interface, it can be done easily since both systems are independent.
The process to integrate Vtiger and Calendly 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.