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AvailableScheduling

Calendly

Connect Calendly to Skode CRM to automatically log scheduled meetings on contact timelines. Create leads from new Calendly bookings, trigger follow-up workflows, and give your sales team full visibility into upcoming meetings without manual data entry.

checklistFeatures

check_circleAutomatic meeting logging on CRM contact timelines
check_circleLead creation from new Calendly bookings
check_circlePre-meeting context with CRM deal and contact data
check_circleWorkflow triggers on booking, rescheduling, and cancellation
check_circleMeeting outcome tracking and follow-up task creation

integration_instructionsSetup Guide

1

Navigate to Settings > Integrations > Calendly in Skode CRM

2

Click "Connect Calendly" and authorize via OAuth

3

Select which event types to sync with CRM

4

Configure lead creation rules for new bookings

5

Map Calendly invitee fields to CRM contact fields

6

Start syncing Calendly bookings with your CRM

Part of Skode CRM

Calendly integrates with Skode CRM for seamless scheduling and meeting management.