by Verity Infotech

Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SugarCRM for real-time calendar syncing. Sync your event invitation into SugarCRM as a meeting and save your invitee as a contact record, plus many more useful features.

#4656 - Lead Generation

Open Feature created by kylealderman 2 years ago
Hello, I’ve just purchased and set up this integration on our test environment and the integration works without issue. We want to use Calendly so that prospects book a demonstration and therefore are ‘Leads’ in SugarCRM. Is there a way we can set it so that anyone who books a meeting via Calendly will be added as a lead, rather than a contact? Thanks
  1. verityinfotech-primary-contact member avatar

    Verity Infotech

    2 years ago

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