CRM for Calendly

Create Revamp CRM contacts from Calendly bookings

Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new Revamp CRM contacts (persons or organizations) from new Calendly invitees, to help you keep the relationship going.

How It Works

  1. A new Calendly invitee is created
  2. Zapier creates a contact in Revamp CRM with a tag ‘Calendly’
  3. You can optionally create a dynamic segment for all contacts with ‘Calendly’ tag
  4. Furthermore, an automation can run on this segment to create a follow-up task, or run a drip email campaign for new Calendly invitees.

 

What You Need

  • Calendly premium account
  • Revamp CRM account

About Calendly

  • Schedule meetings in seconds with Calendly without back-and-forth emails.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. Track Activities, Deals and Orders. Manage, Segment and Email your Customers. Create workflows and do much more.