Pull Scheduled Events Directly from Calendly to Automate within TrackOlap
Schedule Your Calendly Events as TrackOlap entities
Smart scheduling automation will change the way you – and your tools – work
Schedule your Calendly Events within TrackOlap- All in One Place
Calendly is a scheduling automation platform designed to simplify meeting arrangements and eliminate the back-and-forth of email communication. By linking to your calendar, Calendly streamlines the process of booking high-value meetings. With features like customizable reminders, follow-up workflows, and integration with sales tools, Calendly helps you focus on selling rather than logistical tasks.
When integrated with TrackOlap, Calendly becomes even more efficient. The integration ensures that all Calendly meetings, including custom fields, are automatically synced with TrackOlap's CRM into actionable entities like Leads, customers, or processes. This automation helps to save time on data entry and ensures that every meeting scheduled via Calendly becomes a valuable asset within TrackOlap’s workflow.
Why Calendly + TrackOlap
Pull & Automate Calendly Scheduled Events with TrackOlap's exceptional features
Connect Calendly Account
Connect with Calendly as directed to Calendly's authentication page. Log in to your Calendly account and grant permission to access your events. This permission is necessary to enable data retrieval and conversion in TrackOlap which helps to enable automated conversion of scheduled event types into TrackOlap entities like Leads, Customers, and Processes.
Easily Set up Account Details & give access authorization
Automate Lead Directly from Scheduled events
Convert Leads into actionable entities
When connecting a Calendly account, you can assign each event type—such as meetings, demos, or other events—to a specific entity. Next, select the fields you want to sync with your CRM. This enables seamless conversion of data into entities like leads, customers, or processes, ensuring efficient and organized data management.
Field mapping- conversion entity
Scheduled Multiple events meeting
Distribution Process Automation
You can automate the distribution process of events while mapping the fields during account set-up. Choose a single owner or select the option to distribute them using the round-robin method. You can set up scheduled meeting distribution conditions based on your business needs to manage how leads are assigned from TrackOlap. The round-robin method ensures meetings are evenly distributed across your team, preventing anyone from being overwhelmed while ensuring every scheduled meeting is attended to.
Manage Scheduled meeting Distribution
Automate Distribution via round-robin
Extract and Convert Events from Calendly
After successfully integrating and setting up your Calendly account. TrackOlap will begin Extracting and Converting events into actionable entities like Lead, Customer, or Processes, and each time new events will automatically be saved to the previously selected entity. With the help of TrackOlap, you can easily choose your conversion entity and sync the automated events of Calendly.
Automate Scheduled Meetings Data in real time
Scheduled high-value meetings in seconds
Connect Calendly Account
Connect with Calendly as directed to Calendly's authentication page. Log in to your Calendly account and grant permission to access your events. This permission is necessary to enable data retrieval and conversion in TrackOlap which helps to enable automated conversion of scheduled event types into TrackOlap entities like Leads, Customers, and Processes.
Convert Leads into actionable entities
When connecting a Calendly account, you can assign each event type—such as meetings, demos, or other events—to a specific entity. Next, select the fields you want to sync with your CRM. This enables seamless conversion of data into entities like leads, customers, or processes, ensuring efficient and organized data management.
Distribution Process Automation
You can automate the distribution process of events while mapping the fields during account set-up. Choose a single owner or select the option to distribute them using the round-robin method. You can set up scheduled meeting distribution conditions based on your business needs to manage how leads are assigned from TrackOlap. The round-robin method ensures meetings are evenly distributed across your team, preventing anyone from being overwhelmed while ensuring every scheduled meeting is attended to.
Extract and Convert Events from Calendly
After successfully integrating and setting up your Calendly account. TrackOlap will begin Extracting and Converting events into actionable entities like Lead, Customer, or Processes, and each time new events will automatically be saved to the previously selected entity. With the help of TrackOlap, you can easily choose your conversion entity and sync the automated events of Calendly.
Who can Benefit from TrackOlap and Calendly Integration?
TrackOlap + Calendly is meant to Pull event details & Automate within TrackOlap if you are
From a sales team that wanted to automate the conversion of events into actionable leads and customer profiles, streamlining the lead capture process.
Looking to easily track and efficiently manage follow-ups with scheduled clients, ensuring a timely and effective customer engagement Process.
Looking to Simplify event data management by automatically organizing meeting details into TrackOlap entities, saving time on manual data entry.
Automate, Manage & Elevate, Your Sales Process With TrackOlap
Have Any Queries?
Frequently Asked Questions
You can sync any event type from Calendly into TrackOlap and specify whether you want the events to be converted into leads, customers, or processes. This flexibility allows you to handle different types of meetings and appointments based on your business needs.
Yes, TrackOlap provides a field mapping feature that allows you to match Calendly event details with specific fields in TrackOlap. This ensures all event data is accurately transferred and stored in the appropriate fields within your TrackOlap system.
You can easily modify or remove integration configurations by accessing the Gear button within TrackOlap. From there, you can select "Unsync & Remove" for specific settings you want to change or delete, giving you full control over your integration setup.
Yes, once you have configured the integration, the system automatically converts Calendly invitees into your selected entities (Leads, Customers, or Processes) without requiring any manual intervention. This automation streamlines your workflow and ensures consistent data handling.
To disable or disconnect your Calendly account, simply access the more options menu in the top right corner of the integration screen. There you will find the option to disconnect your account, allowing you to easily manage your integration status.
Still have any Queries ?
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