How automation makes it easy for Calendly to save time while still providing a top-notch customer experience
Streamlined lead management (so no lead gets missed)
Challenge
Calendly leads got lost in the sea of customer support tickets without getting the nurturing they needed.
Solution
When a support ticket for a new lead moves to a specific view in Zendesk, Zapier updates Salesforce and sends the Sales team a notification.
Results
The Sales team follows up quickly while leads are hot—increasing both response and conversion rates.
Seamless customer responses across teams
Challenge
Important customer feedback was siloed across different teams and tools—causing mistakes and a poor customer experience.
Solution
Calendly uses Zapier to connect Zendesk to Airtable, allowing the Support team to send customer feedback to the Product team automatically.
Results
Customer satisfaction improved because the right people saw the right messages. Plus, Calendly saved time and improved data efficacy.
"Collectively, Zapier saves us 10+ hours every week."
Kate Riney, Brand Storyteller at Calendly“Support now has an ongoing feedback loop with the Product team. They convey customer information from the frontlines, which improves the product and provides satisfaction to our customers.”
Brand Storyteller at Calendly