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Categories
Operations
Development
Volunteers
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting.
Why connect?
  • Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom Calendly questions in your CRM for improved search and reporting
  • Requires a Calendly account at the Professional or higher level
How much?

Free

Pricing
Included free with Enterprise subscription
Additional charges from 3rd-party vendor
Categories
Automation
Operations
Development
Volunteers
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting. Use powerful automations to save time and empower your team.
Why connect?
  • Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom Calendly questions in your CRM for improved search and reporting
  • Automatically subscribes the person to an email list
  • Automatically adds the person to a pipeline for workflow management
  • Automatically assigns an action item to you and/or colleagues
  • Requires a Calendly account at the Professional or higher level
How much?

$9.50/month or $95/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor
Categories
Automation
Operations
Development
Volunteers
Description
Integrate with Jotform and create CRM records whenever someone submits a form. Powerful automations trigger advanced behavior and workflows.
Why connect?
  • Automatically creates or updates a CRM record whenever someone submits one of your forms
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom form questions in your CRM for improved search and reporting
  • Can automatically subscribe the person to an email list
  • Can automatically add the person to a pipeline for workflow management
  • Can automatically assign an action item to you and/or colleagues
How much?

$25/month or $250/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor