The Calendly integration adds new features in your account:
- Adds Calendly as a lead source.
- A lead is created for new contacts when they schedule a meeting.
- If the lead exists, a meeting task is created in the card.
- Calendly automation in the Digital Pipeline (Advanced plan)
- Data synced in the amoCRM Calendar.
❤️ Why do amoCRM users love Calendly?
Calendly lets people easily automate their meeting scheduling, without back and forth emails and phone calls.
❤️ Why do Calendly users love amoCRM?
amoCRM lets Calendly users automatically add all of their meetings inside a CRM. See all of the customer details right in front of you as you speak and save meeting outcomes.
Calendly and amoCRM – better together 🤜🤛
Get more out of both platforms by connecting amoCRM and Calendly. All of your Calendly meetings will be registered in amoCRM and a task will be created. Add meeting outcomes in the lead card and never lose important info. You can even add notes as the meeting is ongoing. 🧐
💡 Cool ways to use Calendly and amoCRM
Every time someone new schedules a meeting with you, amoCRM will create a new lead card. To enable this, just add Calendly as a lead source in the pipeline. This way you will never lose a new lead.
If the contact already exists, a meeting task will be created in the lead card and you will get a notification that a meeting has been scheduled. The integration lets you add meetings to lead cards, for a complete overview of all lead events. Check out the card before a meeting and add any outcomes after it finishes.
If your subscription plan is at least (Advanced), you can add a Calendly automation in the Digital Pipeline. Use it to create and send out unique Calendly links, once the contact schedules a meeting using the link the lead can move automatically to the next stage.
How to connect Calendly🔌
The Calendly integration is built-in and designed by the amoCRM team. To install it go to Settings > Integrations, click on Install and add the API key from your Calendly account.
⚒️ What do you need?
- Available on all plans
- Calendly account
