Introduction
The Kommo and Calendly integration allows users to streamline the process of scheduling appointments and managing customer interactions. This integration ensures that data is synchronized between the two platforms, making it easier to book appointments and automate workflows. In this guide, we’ll walk you through the steps to integrate Kommo with Calendly so you can leverage the power of both systems to improve customer interactions and increase productivity.
Step-by-step guide to integrating Kommo and Calendly.
The integration of Kommo and Calendly is a great way to streamline your business processes and make customer interactions more efficient. If you already use both platforms, you know how important it is to be able to sync data and automate tasks. Let's see how easy and quick it is to set up this integration.
The first step is to create accounts on both platforms if you haven’t already. Kommo, formerly known as amoCRM, offers powerful client management tools, while Calendly is a handy service for scheduling appointments. Once you’ve signed up and signed in to your accounts, you can begin integrating.
Kommo and Calendly Integration Settings
Now let’s move on to the settings. In Kommo, you will need to go to the “Integrations” section. Here you will find many available integrations, and among them will be Calendly. Click on the Calendly icon to start the connection process. You will be asked to log in to your Calendly account. This is necessary so that both platforms can exchange data. Don’t worry, this process is secure and will only take a few minutes.
Once logged in, you can customize the integration settings. For example, you can choose which events from Calendly will be automatically added to Kommo. This can be useful to ensure that all meetings and calls with clients are recorded in your CRM system. This way, you will always be aware of when and with whom you have meetings scheduled.
Notifications
The next step is to set up notifications. It is important that you receive alerts about new appointments and schedule changes. In Calendly, you can set up email or SMS notifications so that you don’t miss important events. This is especially useful if you have many meetings a day and want to make sure you don’t miss anything.
Testing
Once you’ve set everything up, don’t forget to test the integration. Schedule a test meeting via Calendly and see if it shows up in your Kommo account. If everything is successful, you’ll see a new entry in your Deals or Calls section. This is a great way to make sure everything is working as intended.
Now that the integration is set up, you can focus on more important tasks, such as communicating with customers and growing your business. Automating processes allows you to save time and effort, which you can use to improve the quality of service. In addition, you will be able to better track customer interactions and analyze data, which will help you make more informed decisions.
Conclusion
The Kommo and Calendly integration allows users to efficiently manage appointments and customer interactions. With this integration, appointment data can be automatically synced, simplifying the scheduling process and increasing productivity. Users can set up automatic notifications and reminders, reducing the risk of missing appointments. Overall, the integration improves customer experience and streamlines sales and service workflows.
