Calendly lets people easily automate their meeting scheduling, without back and forth emails and phone calls.
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.
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. 🧐
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.
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.