The Calendly integration with LeadSquared automatically syncs customer meeting details ensuring teams always have access to real-time data. Every time a contact engages with a Calendly meeting, it automatically changes your sales CRM, enabling teams to boost sales velocity, complete more deals, and gather lead information.
Note: Calendly paid subscription of type Professional/ Teams or Enterprise is required for this integration to work. For more information, view calendly pricing (https://calendly.com/pricing)
1. Capture Leads in real-time: Calendly Leadsquared Integration helps to create leads, tasks, and activities when meetings are scheduled.
2. Capture lead details from questionnaires: Collect information from the custom question.
3. Track Customer Appointments: View and track customer appointments as events in LeadSquared.
4. Assign appointment tasks: As per one account/multiple user models, the task would be assigned in LeadSquared in accordance with the assignment or routing set in Calendly.
5. Sync Event Updates: Synchronises event updates such as cancellations and rescheduling from Calendly to Leadsquared