Connect Calendly and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
Meeting Is Booked, Canceled, Or Rescheduled
New Routing Form Submission
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Calendly and Apptivo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
Meeting Is Booked, Canceled, Or Rescheduled
Runs when someone books, cancels, or reschedules a meeting.
New Routing Form Submission
Triggers when a new routing form submission is created.
Do thisActions
Action is the task that follows automatically within your Calendly integrations.
Create Scheduling Link
Create a booking link people can use to schedule time with you.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
Create One-Time Meeting
Create a one-time meeting
List All Event Types
Show all event types
List Available Event Slots
Find open meeting times for a selected event type within a 1–7 day range. Optionally filter by morning, afternoon, or evening.
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Step by step guides to integrate Calendly and Apptivo CRM
Frequently Asked Questions
To start, connect both your Calendly and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Calendly data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Calendly and Apptivo CRM 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 Calendly and Apptivo CRM. 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 Calendly
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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