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Frequently Asked Questions about Calendly + Freshsales Suite integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Freshsales Suite
How do I connect my Calendly account to Freshsales Suite?
To connect your Calendly account to Freshsales Suite, you need to set up a Zap using our integration platform. Begin by selecting Calendly as your trigger app and choose the appropriate trigger event, such as 'Invitee Created'. Next, select Freshsales Suite as the action app and configure the action such as 'Create Lead' or 'Add Contact'. Follow the on-screen prompts to authenticate both applications and finalize the setup.
Can I automate lead creation in Freshsales Suite when someone schedules a meeting in Calendly?
Yes, you can automate lead creation by setting up a Zap where Calendly is the trigger app with a trigger like 'Invitee Created', and Freshsales Suite is the action app with an action like 'Create Lead'. This way, every time someone books a meeting through Calendly, their details are automatically added as a new lead in Freshsales Suite.
Is it possible to update existing contacts in Freshsales Suite from new Calendly events?
Absolutely. When configuring your Zap, choose Calendly's 'Invitee Created' or similar trigger event, and select an action like 'Update Contact' for Freshsales Suite. This allows you to automatically update details of existing contacts whenever a new event occurs in Calendly.
What information can be transferred from Calendly to Freshsales Suite?
We can transfer various fields including invitee name, email address, phone number, event type, scheduled date and time from Calendly when setting up triggers like 'Invitee Created'. You can map these fields onto corresponding fields in Freshsales Suite during the setup of your action steps.
Do I need technical skills to set up integrations between Calendly and Freshsales Suite?
No technical skills are required. Our user-friendly interface guides you through selecting triggers from Calendly such as 'Invitee Canceled' or 'Event Rescheduled', and actions for Freshsales Suite like 'Update Deal' or 'Create Note'. The process is straightforward with step-by-step instructions provided.
Can I send scheduled meeting reminders from Freshsales after integrating with Calendly?
While our integration platform focuses on transferring data between applications based on specific triggers and actions, sending automated reminders needs additional steps within each application’s native setup post-integration. Consider utilizing workflow automation available directly within each platform for reminders.
Are there any limitations when using integration between Calendly and Freshsales Suite through your platform?
The main limitation relates to API availability—only fields made accessible by both APIs can be used in triggers and actions. Additionally, every Zapier account has usage limits based on plan type which might restrict frequency of operations or number of Zaps created between these platforms.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.