Calendly Integration with Revamp CRM  

With Calendly’s Revamp CRM integration, you can automatically create and/or update Revamp CRM records as meetings are scheduled through Calendly. Keep your team informed, collaborate better and run workflows

Try it for free

Calendly Integration Details

You have a busy schedule and the last thing you need is to spend time creating virtual conference rooms, updating leads based on conversations, or adding meetings to your to-do list. Together, Calendly and Revamp CRM will automatically update your information whenever someone is added to a meeting. That way, you can spend more time preparing for the meeting and less time on the tedious stuff.

 

How Calendly Integration works, when a new invitation is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Calendly’
    1. You can optionally create a dynamic segment for all contacts with ‘Calendly’ tag
    2. Furthermore, an automation can run on this segment to create a follow-up task, or run a drip email campaign for new Calendly invitees.
  2. Create a Deal, based on your business model. As a result, each booking could be treated as a deal.
  3. Create a Task and assign to the team member of your choice.Therefore, you can do your further follow up.
  4. Create a Note under the corresponding invitee for further record keeping.

 

 

How Calendly Integration works, when an invitation is canceled

You can configure Zapier to:

  1. Create a Task and assign to the team member of your choice. Therefore, so you can do your further follow up.
  2. Create a Note under the corresponding invitee for further record keeping.

What You Need

  • Calendly premium account
  • Revamp CRM account

About Calendly

  • Calendly is a simple, easy-to-use, yet powerful scheduling software, which aims to save time, accelerate sales, and improve service quality. It eliminates the old-school way of using email and phone tags for scheduling appointments, calls, interviews, demos, and more. It allows hot prospects to connect right away, and ensures staff doesn’t lose them to phone and email tags.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.

What is next for Calendly Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.