Whenever a prospect schedules a meeting with you via CalendlyV2, automatically capture their contact information in Salesmate. This saves you time and ensures no lead's data falls through the cracks.
Automatically generate a follow-up task in Salesmate each time a new meeting is set through CalendlyV2. This keeps you organized and ensures you never miss an appointment.
As soon as a meeting is booked on CalendlyV2, log all relevant details to a specific deal in Salesmate. This streamlines your information management and keeps your sales pipeline accurately updated.
Use CalendlyV2 meeting data to update existing contact records in Salesmate automatically. This ensures your CRM always holds the most up-to-date client interactions.
Every time someone schedules a meeting with you using CalendlyV2, a new note can be automatically created in Salesmate. This helps you retain all meeting insights directly linked to client or lead records.
And much more...