Calendly
This integration allows you to link Calendly with SendPulse's Automation 360 and CRM system. Once a meeting is scheduled, you can automatically create CRM contacts and deals and send triggered reminder emails to all participants.
This integration is ideal for managers, HR teams, and remote team leaders — anyone handling online meetings and looking to streamline workflows and save time.
Features
Create contacts and deals for scheduled meetings automatically, assign team members, and keep track of all meeting-related activities.
Track your meeting sources by saving UTM tags to every deal.
Sync your CRM fields with the information users provide in Calendly when scheduling an appointment.
Automatically send triggered emails to participants right after a meeting is booked using Automation 360.
How to integrate with Calendly
Log in to your Calendly account.
Log in to your SendPulse account, go to Marketplace, and find the Calendly integration.
Click Install and grant the required permissions by clicking Accept. Once installed, the integration will appear in your list of available integrations.
Click Continue with Calendly and then Connect to Calendly.
Select Synchronize contacts with CRM to automatically import contacts from Calendly into the CRM system and/or Integration settings with Automations to launch automated email campaigns after a new meeting is scheduled. To sync Calendly with the CRM system, map Calendly fields with your CRM fields. To sync with Automation 360, select the event that will trigger your email flow and map fields.
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