Combine Creatio’s versatility with Calendly’s meeting scheduling service.
Every new meeting created or canceled by your contacts in your Calendly account will synchronize with your Activities, Contacts and Leads in your Creatio instance.
When a new call is scheduled in Calendly it will create a new activity in Creatio, assigned to the corresponding user. If the contact’s email is not found in Creatio, a new contact will be created and linked to the activity.
For every new scheduled call, a Lead record is also added in Creatio, making it easier to identify leads in Creatio.
In addition, if the contact already exists, the event will simply be added to the existing record without duplicating your contacts.
Furthermore, if your Calendly and your Creatio instance are both synchronizing with your Gmail or Outlook Calendar, then activities scheduled or updated in Creatio will update Calendly available slots.
Enjoy your Calendly connector for Creatio!