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.
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.
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.
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.
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...