Insightly CRM & Calendly Integration

Calendly is a Software as a Service (Saas) platform that allows people to schedule meetings and events at a mutually workable time without the need for inefficient back-and-forth emails.Individuals or businesses can use the platform to schedule team meetings, video conferences, and more for customer support, recruitment processes, sales, and more. Users share a Calendly link that shows all available dates and times. Then invitees can choose from the available times knowing both parties will be available. With more than 10 million users across the world, Calendly has grown to become one of the world’s top 100 private cloud companies.

Why integrate Insightly and Calendly with AppConnect?

With an Insightly and Calendly integration, your sales team can get richer insights and warmer leads, and increase the speed of your sales pipeline. And sales leaders will love the instant updates, insights, and intelligence available that contributes to sales funnel metrics and forecasting.

Use Cases: Integrating Insightly and Calendly with AppConnect

  • Add new or Calendly contact records to Insightly When scheduling meetings with new prospects using Calendly, Insightly can automatically create a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record.
  • Create and view Calendly events in Insightly Create events or tasks on any Insightly object once a meeting is scheduled, and also view upcoming and past meetings from your activities right in Insightly.
  • Update Insightly automatically when events change Activities on the Insightly contact are updated automatically when a meeting is rescheduled or canceled; there’s no need to switch between applications or update anything manually.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself