OneCockpit
Calendly + OneCockpit
Add new leads to your OneCockpit CRM automatically when a Calendly meeting is booked.
Overview
When a new Calendly meeting is scheduled, OneCockpit automatically creates a new lead in your CRM records with the invitee's contact information. If the invitee has an existing record in OneCockpit, their information will be updated.
Users may determine how they would like their records to be updated when a Calendly meeting is booked to create additional transparency, so no leads are forgotten and all your important contact information and details are saved.
Available with
- Standard Plan
- Teams Plan
- Enterprise Plan
When a new Calendly meeting is scheduled, OneCockpit automatically creates a new lead in your CRM records with the invitee's contact information. If the invitee has an existing record in OneCockpit, their information will be updated.
Users may determine how they would like their records to be updated when a Calendly meeting is booked to create additional transparency, so no leads are forgotten and all your important contact information and details are saved.
Features + Benefits
Centralized data
With Calendly details automatically updated in OneCockpit, you can take a quick look at your CRM data and be optimally prepared for conversations – no switching tools required.
Lead management in OneCockpit
All generated leads are clearly displayed in OneCockpit CRM, so no lead is forgotten you have quick access to notes and reminders.
Quick access to customer data
Since all data is stored centrally in OneCockpit, you have quick and easy access to all your important information to keep deals moving.
Explore Integration Types
With scheduling hassles and interruptions gone, your day is cleared to do your best work.
Easy access for easy bookings
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth