How to connect Calendly with your apps - Top 21 Calendly integrations in 2025
Save time and boost productivity by managing meetings efficiently with the top 21 Calendly integrations. Enhance your business processes seamlessly.
Calendly + PerfexCRM Integration
Connect Calendly to PerfexCRM in 1 click
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Invitee is created in Calendly Instant- Invitee is canceled in Calendly Instant
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Who Is This Integration For?
Consultants
Sales Teams
Freelancers
Business Coaches
Agencies
Consultants
Consultants often struggle with managing client appointments and maintaining organized client records. They need an efficient way to automatically update CRM data whenever a new meeting is scheduled on Calendly.
Sales Teams
Sales teams can miss out on follow-ups if meeting data isn't synced properly. They need a way to ensure all new appointments in Calendly are logged into PerfexCRM to keep track of leads and potential deals.
Freelancers
Freelancers find it challenging to manage both appointment scheduling and client information in one place. They need a seamless connection between Calendly and their CRM to automate this process.
Business Coaches
Business coaches spend too much time entering client appointment details manually into their CRM. They need an automated solution to keep client records updated without the extra admin work.
Agencies
Agencies often have multiple consultants scheduling client meetings. They need a centralized CRM with updated information from Calendly to avoid miscommunications and ensure smooth client interactions.
What Can You Automate With Calendly + PerfexCRM
Add new Calendly invitees to PerfexCRM contacts
Automatically create a new contact in PerfexCRM whenever someone schedules a meeting with you on Calendly. This ensures your CRM is always up-to-date with potential and current client information without manual input.
Log meeting notes after Calendly events in PerfexCRM
When a meeting is finished in Calendly, you can automate the process to add meeting notes into PerfexCRM. This helps you keep track of what was discussed and follow up efficiently.
Trigger email follow-up via PerfexCRM after Calendly appointment
Set up an automated email follow-up in PerfexCRM triggered after a Calendly appointment to maintain engagement with your clients. It saves time and ensures consistency in communication.
Update deal stages in PerfexCRM after Calendly meetings
Whenever a key meeting is scheduled via Calendly, automatically update the deal stage in PerfexCRM. This keeps your sales pipeline moving without manual involvement.
Create tasks in PerfexCRM for upcoming Calendly events
Generate tasks in PerfexCRM whenever a new meeting is scheduled via Calendly. It helps you prepare and keep track of what's needed for each meeting, ensuring nothing falls through the cracks.
And much more...
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Most popular
01
Create PerfexCRM contact for new WordPress user
02
Create PerfexCRM contact for new Elementor Forms form submission
03
Create PerfexCRM contact for new WPForms form submission
04
Create PerfexCRM contact for new WHMCS contact
05
Create PerfexCRM contact for new Google Sheets row
06
Create PerfexCRM customer for new Microsoft Excel row
07
Create PerfexCRM contact for new Square customer
08
Create PerfexCRM contact for new Notion database item
09
Create PerfexCRM contact for new Microsoft Excel row
10
Create PerfexCRM contact for new PostgreSQL row
How Integrately Works?
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You Can Also Connect Calendly or PerfexCRM With 1400+ Other Apps
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.
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
