Integration between Calendly and YetiForce CRM via Make
Budget: €30 – €250 EUR
Project Description:
We are looking for an experienced freelancer to create an automation scenario using Make (formerly Integromat) that connects Calendly with YetiForce CRM.
Use Case:
When a client books an appointment via Calendly:
A new Lead should be automatically created in YetiForce CRM.
The Lead should be linked to a calendar Event inside YetiForce CRM.
If the appointment is rescheduled or canceled in Calendly, the related Lead and Event in YetiForce CRM should be automatically updated accordingly.
Data Requirements:
All booking data must be transferred: Name, Email, Phone, Appointment Date/Time, Notes.
These details will be stored in the existing fields inside YetiForce CRM (no need for creating custom fields).
Technical Requirements:
The automation must be triggered via Webhook (Make will listen for events from Calendly).
The scenario must use YetiForce CRM’s API to create the Leads & Events and link them together.
Access Provided:
Make (Integromat)
Calendly
YetiForce CRM (Production environment)
Expected Outcome:
A fully automated and tested Make scenario that ensures seamless integration between Calendly and YetiForce CRM, handling both new bookings and updates/cancellations.
Note:
Freelancers with proven experience in Make & API integrations will be highly preferred.
We are looking for an experienced freelancer to create an automation scenario using Make (formerly Integromat) that connects Calendly with YetiForce CRM.
Use Case:
When a client books an appointment via Calendly:
A new Lead should be automatically created in YetiForce CRM.
The Lead should be linked to a calendar Event inside YetiForce CRM.
If the appointment is rescheduled or canceled in Calendly, the related Lead and Event in YetiForce CRM should be automatically updated accordingly.
Data Requirements:
All booking data must be transferred: Name, Email, Phone, Appointment Date/Time, Notes.
These details will be stored in the existing fields inside YetiForce CRM (no need for creating custom fields).
Technical Requirements:
The automation must be triggered via Webhook (Make will listen for events from Calendly).
The scenario must use YetiForce CRM’s API to create the Leads & Events and link them together.
Access Provided:
Make (Integromat)
Calendly
YetiForce CRM (Production environment)
Expected Outcome:
A fully automated and tested Make scenario that ensures seamless integration between Calendly and YetiForce CRM, handling both new bookings and updates/cancellations.
Note:
Freelancers with proven experience in Make & API integrations will be highly preferred.