Connect Cal.com and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Cal.com and Sage Sales Management automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
Do thisActions
Action is the task that follows automatically within your Cal.com integrations.
List Attendees
List all attendees
List Booking References
List all booking references.
List Destination Calendars
List all destination calendars
List all Event Types
List all event types
List Memberships
List all memberships.
List Payments
List all payments.
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Frequently Asked Questions
To start, connect both your Cal.com and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Cal.com data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Cal.com and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cal.com and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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