Calendly + Followup CRM
Save Followup CRM project files with new Calendly invitees
Looking for an easy way to keep track of your project appointments? This integration can help. When a meeting is scheduled in Calendly, this zap automatically links the scheduled date into the associated file in Followup CRM.
Looking for an easy way to keep track of your project appointments? This integration can help. When a meeting is scheduled in Calendly, this zap automatically links the scheduled date into the associated file in Followup CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Upload File to Project
Upload a document or image file in a specific project
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About Calendly
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.
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About Followup CRM
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
