■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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