When someone schedules a meeting through your Calendly, you can automatically create a new contact in Clientify. This keeps your CRM updated without the extra manual effort.
Each time a Calendly event is scheduled, you can set up a task in Clientify to follow up. This helps you stay on top of your commitments and manage follow-ups efficiently.
After a Calendly meeting concludes, you can log the details in Clientify. This ensures all client interactions are tracked and accessible for future reference.
When a meeting is booked via Calendly, send an alert or notification to your team in Clientify. This keeps everyone in the loop and improves team collaboration.
Any time a Calendly event is canceled, synchronize this update with Clientify to avoid attending canceled appointments and keep records current.
And much more...