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Calendly

Scheduling

About this integration

Automate meeting workflows with CRM synchronization.

Additional information

Clarify's Calendly integration streamlines meeting workflows by automatically syncing scheduled appointments with CRM records while leveraging Calendly's powerful automation features to reduce no-shows and improve meeting outcomes.

Use Cases:

• Automatically create CRM records when prospects book meetings

• Route qualified leads to appropriate team members using Calendly forms

• Sync meeting outcomes and follow-up actions to customer records

• Track meeting analytics and conversion rates in your CRM dashboard

Calendly's market-leading scheduling platform combines with Clarify's intelligent CRM to create seamless booking experiences that automatically maintain customer relationship context. From initial scheduling to post-meeting follow-ups, every interaction is captured and optimized for better sales outcomes.