How to Centralize Calendly Meetings into folk CRM

Calendly is a popular scheduling tool that allows users to easily book meetings and appointments. Integrating Calendly with folk CRM can streamline your scheduling process and improve your overall customer relationship management.

Scheduling helps in a multitude of use cases including booking meetings with prospects & leads, potential candidates or prospects.

In this article, we will explore the use cases, benefits, and step-by-step instructions on how to centralize Calendly meetings into Folk CRM.

Benefits

Benefit #1: Keep a record of all your meetings participants, potentially as a team. Overtime, you’ll be creating your contacts knowledge base, that you can re-use for nurturing - be it leads, candidates, partners, or anything else. Launch email campaigns directly from folk.

Benefit #2: Manage follow-up and no shows. Whatever the use case, if you have to manage a large number of meetings, you’ll usually face no shows - having a central place to keep track of them and make sure you’ll follow-up properly will help.

Benefit #3: Consolidate the data on your relationships. You’ll be able to easily have a global view of any relationship overtime - including emails, events, notes, and more.

How to Centralize Calendly Meetings into Folk CRM

1. Open a Zapier or Make account: Zapier and Make are popular automation platforms that will help you send data from Calendly to folk.
2. Set-up the trigger: Choose Calendly as a trigger, connect it to Zapier. Select the right event on Calendly you want to import if you have multiple ones.
3. Set-up the action: Choose to create a person whenever a new meeting is booked on Calendly. You’ll have to match fields you got from Calendly with the ones on folk.

Start from this template

By following these steps, you can centralize your Calendly meetings into Folk CRM, optimizing your scheduling process and improving your overall customer relationship management.

Implementing this integration can greatly enhance your productivity, organization, and customer experience. Give it a try and experience the benefits for yourself!

‍