Calendly + Keap Max Classic Integration

Consultants often struggle with keeping track of new client appointments and ensuring follow-up tasks are scheduled. They need a way to automatically update their CRM with new meeting details to keep their contact records current.

Sales teams have difficulty managing and prioritizing leads when new meetings are scheduled. They need a mechanism to automatically update lead status and details in their CRM based on scheduled appointments.

Recruiters frequently have to manage interview schedules and candidate follow-ups. Maintaining accurate candidate records in Infusionsoft when interviews are scheduled through Calendly can be cumbersome without automation.

Small business owners often wear multiple hats and struggle with time management when handling client bookings. Automating the addition of new appointments to their CRM helps consolidate client management tasks.

Coaches face the challenge of juggling multiple client sessions and ensuring personalized follow-ups. They need efficient ways to update client interactions in their CRM based on new coaching session bookings.