Meeting bookings — into the CRM with an activity and email

The scenario catches a new booking in Calendly, finds the client in Easy8, logs an activity and comment, and sends an email via Microsoft Outlook.

• Every booking reaches the CRM with no manual entry
• The card gets an activity and a comment
• The client gets an email right away
• Nothing is lost between the booking and the CRM

CalendlyMicrosoft Outlook