By integrating Nutshell and Calendly, you can save time, streamline your scheduling process, and gain insight into your customer relationships. With this integration, you can manage your Calendly appointments right within Nutshell and automatically create leads in Nutshell when you receive a new Calendly appointment.
Calendly CRM Integration Benefits:
Save time: No need to waste time going back and forth between calendars to manage meetings! With Nutshell CRM and Calendly integrated, your calendar management is streamlined, fast, and automated.
Enhanced customer insight: With Calendly and Nutshell working together, you can easily track customer engagement at a glance and ensure that contact data is synced between platforms.
What it does:
With this integration, you can manage your Calendly appointments right within Nutshell. You can also automatically create leads and contacts when you receive a new appointment in Calendly.
How to get started
To set up this integration, connect Calendly to your Office 365 or Google calendar and then sync your Office 365 or Google calendar with Nutshell. Learn here how to set that up here.