Streamline Scheduling With MonkeyPod and Calendly

Keeping track of your calendar can sometimes feel like a full time schedule on its own. From managing events to volunteer sign-ups to calls with donors, it can be a lot to keep track of. Fortunately, with MonkeyPod, you can make things a little easier.

MonkeyPod integrates with Calendly, a platform that makes booking and tracking events a breeze. This integration enhances scheduling efficiency while seamlessly syncing important data into your CRM. In this article, we'll walk you through the integration and how you can put it to work for your organization.

What Is Calendly?

Calendly is a widely used scheduling tool that simplifies meeting coordination by allowing individuals and organizations to set up appointment slots, volunteer shifts, service bookings, and more. With this integration, MonkeyPod ensures that every interaction is captured and organized without manual data entry.

If you've ever had to manually record meetings in your CRM, you know how big of a time saver this can be.

Two Powerful Integrations: Calendly & Calendly Automation

MonkeyPod offers two different Calendly integration apps to meet your organization’s needs:

Calendly

Perfect for those looking for essential automation, the Calendly (Free) app helps you:

• Automatically create or update a CRM record whenever someone schedules a meeting, volunteers, or books a service.
• Log interactions directly within a person’s record for seamless relationship tracking.
• Store responses to custom Calendly questions in your CRM, making it easier to search, filter, and report on your interactions.

Note: Both Calendly intregations require a Calendly subscription with Webhooks support (i.e. Standard or higher level). Learn more about Calendly's pricing.

Calendly Automation

For organizations that need additional workflow automation, the Calendly Automation app includes everything from the free version, plus:

• Automatic email list subscription for seamless communication follow-ups.
• Pipeline integration to keep track of engagements and move contacts through workflows effortlessly.
• Task assignments to ensure you and your colleagues stay on top of next steps.

The Calendly Automation App is available with a Pro or Enterprise subscription.

Why Use the MonkeyPod + Calendly Integration?

This integration is designed to help nonprofits manage scheduling more efficiently while maintaining accurate, up-to-date CRM records. Whether you’re engaging volunteers, coordinating donor meetings, or booking events, the MonkeyPod and Calendly connection ensures that no opportunity slips through the cracks.

Here's a few suggestions for how you can use Calendly at your organization

1. Volunteer Orientation - set up a Calendly link for your volunteer orientation meetings. Once a volunteer applies for your organization, you can send them an email with the link so they can schedule their orientation. Then the meeting gets automatically recorded in your CRM so you have record of it.
   1. Bonus: If you use the Calendly Automation, you can automatically send them an email after the meeting is scheduled with links to any documents they should read in advance.
2. Information Sessions for Programming - If you'd like to host a parent night about a program for high schoolers, you can create a Calendly link where parents can sign up to attend. That way you know how many people to expect. You can even add additional questions to the invite such as a section where they can indicate which after school program they are interested in.
   1. Bonus: With the Calendly Automation, you can automatically assign them to an email list based on the program they are interested in.
3. Connect With Corporate Sponsors - Big event coming up? If you're meeting with potential fundraisers, you can use your Calendly link to speed up the scheduling process. The sponsor's information all gets automatically stored in MonkeyPod - their contact information, the meeting date, which event they're interested in, and more.
   1. Bonus: With the Calendly Automation, you can automatically add them to a pipeline so everyone on your team can assist with and keep track of next steps.

Head over to the MonkeyPod App Marketplace to explore the Calendly integration and start streamlining your scheduling process. If you’re ready to automate your workflow even further, upgrade to the Calendly Automation and unlock even more powerful functionality.

Not yet a MonkeyPod subscriber? Schedule a demo with our team and learn even more ways we can save your nonprofit time and money.

Start saving time and focusing on what truly matters—building meaningful relationships and driving impact!