IntegrationsCalendlySolve CRM
Calendly + Solve CRM

Connect Calendly and Solve CRM to Build Intelligent Automations

Choose a Trigger

Calendly

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

New Company

New Company

Triggered when a new company record is created in Solve360.

Do thisActions

Action is the task that follows automatically within your Calendly integrations.

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

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Frequently Asked Questions

How do I start an integration between Calendly and Solve CRM?

To start, connect both your Calendly and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Solve CRM (or vice versa).

Can we customize how data from Calendly is recorded in Solve CRM?

Absolutely. You can customize how Calendly data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calendly and Solve CRM?

The data sync between Calendly and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to Solve CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and Solve CRM?

Yes, you can set conditional logic to control the flow of data between Calendly and Solve 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.

Calendly

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.

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Solve CRM

About Solve CRM

Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.

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