Commerce buyer information in new methods with the up to date Calendly integration

When your relationship with a customer goes deeper than the surface, understanding all of the ways they interact with your business can become more difficult. Important details could fall through the cracks. Fortunately, ActiveCampaign’s Customer Experience Automation (CXA) capabilities and 860+ integration connections help keep track of all customer interactions and details over time.

The latest integration added to the collection of powerful apps is a new and improved Calendly connection. The meeting scheduling software connects directly to ActiveCampaign and is now enhanced with custom objects to better manage and take action on customer data over time.

What can you do now with the Calendly integration?

  • Trigger automations when Calendly events are created or updated
  • See all your important event details like event type, date and time, location, meeting details, status and a link to go straight to Calendly to view all event details
  • Get an overview of all the meetings your customers have attended over time, not just the last interaction
  • Use fields from your Calendly events to personalize customer emails

Let’s say Isabella wants to set up a meeting with a representative to discuss a new product. Once she books the meeting, a deal is created and she is added to the relevant pipeline in the CRM. A meeting invitation is sent. This isn’t Isabella’s first meeting with your company, and she’s a very loyal customer, so you should see her full history – what emails were sent and what notes were taken in each meeting – so you have the most context possible before the discussion.

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Since Calendly events now work as a custom object, automation is triggered from the event object, not a tag. In the past, users had to leverage tags or custom fields that triggered automations as soon as an event was created, but each new meeting overwrote any existing or previous meeting data. For businesses that rely on meetings or events to build relationships, it’s important to be able to track a customer’s entire history, not just the last touchpoint.

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The best thing about CXA is the ability to deeply understand each customer and track their preferences and behaviors over time as they grow from first-time visitors to loyal brand ambassadors. Get even more out of your Calendly integration and continue to build the relationships that grow your business.

Want to learn more about getting started with the newly updated Calendly integration? Check out our help documentation.

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