Calendly is a meeting scheduling software that allows us to set-up meetings professionally and efficiently. It syncs your calendar and eliminates the hassle of back-and-forth emails for finding a common time to set up a meeting.
What is LeadSquared CRM?
LeadSquared is one of the fastest-growing sales CRMs that offers lead management, marketing automation, a self-serve portal, field sales solution, and sales performance management solution. It also provides out-of-box integration with many business tools, including Calendly calendar integration.
Calendly and CRM integration use cases
CRM and Calendly integration serve a number of use cases, for example:
Create a lead for a new meeting booked
If the lead already exists in your CRM, update the lead activity
Send meeting reminders to both parties
Cancel / reschedule the meeting with notes in the CRM
Filter calendly activities in CRM to check the number of interactions needed to close a deal.
Does Calendly integrate with CRM?
Yes, Calendly seamlessly integrates with many popular CRMs like LeadSquared. All you need to do is—goto LeadSquared CRM marketplace, install Calendly, enter configuration details, and you’re all set to use Calendly and LeadSquared.
By connecting Calendly and CRM, you can easily schedule meetings, track the updates on the meetings, cancel/reschedule meetings if required, and more. Apart from this, you can create leads whenever you book a new meeting and update activities on existing leads. Calendly integration with CRM makes the sales process more efficient by syncing salespeople’s calendars in real-time and across different time zones.