Calendly + CompanyHub Integration

Connect Calendly to CompanyHub in 1 click

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1.
  • Calendly
    Invitee is created in Calendly Instant
  • Calendly
    Invitee is canceled in Calendly Instant
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.

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Who Is This Integration For?

Sales Teams
Sales Teams
Recruiters
Recruiters
Consultants
Consultants
Customer Success Managers
Customer Success Managers
Event Coordinators
Event Coordinators
Sales Teams
Sales teams often struggle with keeping track of meeting schedules and making sure client information is updated in their CRM. They need a way to seamlessly connect when a meeting is scheduled to automatically updating their records.
Recruiters
Recruiters frequently schedule interviews and meetings with candidates and clients. They face the challenge of ensuring these schedules are reflected in their recruitment database while keeping candidate profiles up-to-date with recent interactions.
Consultants
Consultants juggle multiple client appointments, and manually bridging the gap between their scheduling tool and CRM becomes cumbersome. They need a streamlined way to log these meetings and perspective notes for ongoing projects.
Customer Success Managers
Customer success managers need to stay on top of client meetings to track engagement metrics. They often lose time updating contact records manually after scheduling calls, which hinders their ability to immediately focus on client needs.
Event Coordinators
Event coordinators frequently schedule meetings with various stakeholders. They struggle with the manual process of updating attendee and schedule information into their event management CRM.
Calendly logo
CompanyHub logo

What Can You Automate With Calendly + CompanyHub

Update CompanyHub with New Schedules from Calendly
Whenever you book a meeting through Calendly, automatically update the corresponding contact's schedule in CompanyHub. This saves you time and ensures your CRM always reflects the latest meeting activities, keeping all your client interactions up-to-date.
Create New Contacts in CompanyHub from Calendly Meetings
When you get a new meeting scheduled on Calendly, automatically add the attendee as a new contact in CompanyHub. This helps you grow your database effortlessly, ensuring no new connections are missed and every potential lead is captured.
Log Meeting Notes to CompanyHub from Calendly Events
After a meeting is booked through Calendly, automatically create a pending job in CompanyHub to log meeting notes. This keeps your meeting insights organized and accessible, helping you maintain detailed client records without the fuss.
Sync Rescheduled Meetings in CompanyHub
Whenever you reschedule a meeting in Calendly, automatically update the corresponding event in CompanyHub. This ensures your CRM aligns with your latest availability, preventing any embarrassing schedule conflicts.
Alert Team Members of New Meetings from Calendly in CompanyHub
Set up alerts for your team in CompanyHub whenever a new meeting is scheduled via Calendly. This enhances your team’s collective awareness of upcoming engagements, keeping everyone on the same page.
And much more...

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How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Calendly or CompanyHub With 1400+ Other Apps

Calendly
Calendly
Calendly makes it easy to schedule meetings. Simply set up a meeting with your clients and Calendly will send a link to your client that lets them pick a time that works best for them.
CompanyHub
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.