Calendly

Integrate Calendly to streamline your appointment process.

Overview

Today more than ever, automated appointment scheduling and flexibility are an essential function in modern businesses. CRM providers are placing more and more emphasis on your ability to easily offer clients a way to book appointments with a streamlined process. 

The Calendly Helper is designed to help you do exactly that. It allows you to connect Calendly to your CRM to automate your appointment booking process, saving your appointment data along the way. This opens the possibility to tie your CRM into the robust functionality that is Calendly.

Highlighted Features

Multiple Calendly Account Support

Don't be limited by one Calendly account. Many times we see organizations with an entire sales team of users, all with different accounts and configurations. We give you the ability to add as many accounts as you have.

Add and Update Contacts from Calendly

As leads schedule appointments within your Calendly account, MyFusion Helper will add those event details to your CRM, creating or updating a contact with relevant information so that you can trigger follow up in your CRM. 

Apply Tags and API Goals

MyFusion Helper's Calendly integration allows you to sync appointment scheduling, rescheduling, and cancelations tags and API goals, giving you fine grain control over what follow up you tailor from your CRM. 

Multiple Event Type Automation

Apply different settings depending on which Calendly event you'd like to trigger. Or, create a global Helper to trigger our Calendly Helper on any event type.

Record Appointment and Payment Information

Our Calendly Integration will sync up your appointment details from Calendly, and add them as an appointment inside of your CRM. This brings in controls to reschedule and cancel Calendly events right within your CRM. Additionally, if you want to have users pay before they can schedule time, we will import the respective purchase data and create an Invoice record within your CRM. This allows your sales reporting to also be in sync.

Scheduling, Rescheduling, and Cancelation Automation

Our Calendly Integration will trigger automation to your CRM anytime a new event is created, an existing event is updated with a new event time, or an event is canceled. This automation will ensure that your contacts are always in sync with changes in Calendly.

The Toolbar

• Copy API Goal Names - This goal icon is used to copy the API Goal names. We do this as a convenience so that you don't make any typos when entering them into your campaigns. 
• Configure Button - The last button on the far right is the start configuration button which allows you to View, Edit, Copy, Delete, view the Usage Report and the Usage Log.

If you need more help reach out on the help desk at help@myfusionsolutions.com.