Integrating Calendly with LACRM

Calforce is a simple third-party tool that allows you to sync Calendly bookings to your LACRM calendar (without using Outlook or Google), as well as route form data into your CRM contacts. This integration is being offered for free to all LACRM users but does require you to be on a paid Calendly plan to use.

If a contact that makes a booking via your Calendly link already exists in your CRM account (e.g. an existing client scheduling a follow-up call) Calforce's Calendly integration will automatically link that contact to the new booking event in LACRM. If the contact does not yet exist, Calforce's Calendly integration will create a new contact, and then link the booking event to the new contact.

If you use routing forms to collect more information from your meeting invitees before they book a call with you, you can also map those form fields to fields in LACRM to save that data as well.

Learn how to integrate Calforce with LACRM here to start syncing your Calendly bookings:

• Please note: due to Calendly's integration restrictions, you will need to be on the standard Calendly plan or higher to use this integration, and only Calendly administrators can enable this integration
• First, log in to your Calendly account via Calforce's website here.
• Follow the instructions on the page to continue connecting your LACRM account with Calendly.
• Click "Allow Access" to grant Calforce access to your LACRM account.
• Select the Event Types you would like to sync from Calendly to LACRM.
• Specify the type of record Calforce should create in LACRM if the invitee does not exist in the CRM (the only option right now is "Contact")
• Map any information you collect in your booking form over to your LACRM fields (map "Name" to "Invitee Full Name" to ensure that a contact with a full name gets created)
• Hit "Save"
• That's it! Now when someone books an event on Calendly that matches the event type you specified above, that event will be added to your CRM calendar.

If you also use routing forms in Calendly, you can also sync that data over to LACRM.

• On Calforce's website, select "Routing Forms" on the top navigation bar.
• Select the routing form you want to sync to LACRM
• Map the fields from your form to fields in LACRM
• Hit "Save"

This is a third-party integration built by Calforce's team. If you run into any issues or have questions, please reach out to support@calforce.pro.

See a full list of all our integrations here.