When a schedule is registered in Calendly, register a record in kintone.

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■Overview

This is a flow to register a new record in kintone when an appointment is scheduled in Calendly.

■Recommended for

1. Those who create and manage appointments with Calendly

・Sales representatives or sales assistants who schedule meetings with clients

・Customer service department personnel who plan and manage webinars

・Company personnel who use it for department head meetings

・Administrative staff who manage schedules using digital tools

2. Those who use kintone for customer and project registration, recruitment management, etc.

・Sales representatives or sales assistants who analyze each project to achieve numerical targets

・Personnel from the corporate headquarters of companies with many branches

・HR personnel who use kintone as a core database for recruitment management

3. Those considering automation to reduce workload

・Owners of small and medium-sized enterprises aiming for efficiency

・Administrative personnel with many manual input tasks

・Marketing personnel who conduct business using digital tools

■Benefits of using this template

・Automatically registering the contents scheduled in Calendly as records in kintone reduces manual input and leads to operational efficiency.

・Automating registration in kintone prevents omissions and ensures a reliable sales approach for all appointments.

・Since information is shared with kintone when an appointment is scheduled, it is possible to secure time for preparation, such as gathering information and confirming approach methods before meetings, aiming to improve the quality of negotiations and interviews.

■Notes

・Please integrate both Calendly and kintone with Yoom.

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About the Apps You Use
Calendly
Calendly
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kintone
kintone
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About the apps you use
Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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