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Book An AppointmentTriggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Create a new case
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Create a new case
Choose Calendly as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select SugarCRM as the action app from the list.
Connect your SugarCRM account & authenticate it.
Select the data you want to send from Calendly to SugarCRM & your AI Agent is ready!
Invitee Canceled
Create Case
Invitee Created
Create Case
Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
The integration between Calendly and SugarCRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Calendly with SugarCRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Calendly-SugarCRM integration:
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