Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

You have a busy schedule—the last thing you need is to spend time creating virtual conference rooms, updating leads based on conversations, or adding meetings to your to-do list. Together, Calendly and Zapier will automatically update your information in other apps whenever someone is added to a meeting. That way, you can spend more time preparing for the meeting and less time on the tedious stuff.

Here are some creative ways to use Calendly with Zapier:

 Use your favorite meeting app without having to manually create a new meeting for every calendar event. Zapier can create meetings in GoToMeeting or Zoom when invitees schedule events in Calendly.

Be sure your leads are up to date before meetings by letting Zapier add or update ActiveCampaign contacts for new Calendly invitees.

Keep your calendars in sync. Zapier can create Google Calendar events from new scheduled Calendly events.

Calendly

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Infusionsoft by Keap

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Calendly

Insightly

Calendly

Insightly

Calendly + Insightly Integrations

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