When your relationship with a buyer goes deeper than floor stage, it might grow to be extra obscure all of the methods they work together with your corporation. Key particulars might begin falling by way of the cracks. Fortunately, ActiveCampaign’s buyer expertise automation (CXA) capabilities and 860+ integration connections are right here to assist hold monitor of all buyer interactions and particulars over time.

The most recent integration to be added to the gathering of high-powered apps is a brand new and improved Calendly connection. The assembly scheduling software program connects instantly with ActiveCampaign, and is now enhanced with customized objects to higher handle and take motion on buyer information over time.

What are you able to do now with the Calendly integration? 

• Set off automations when Calendly occasions are created or up to date
• See all of your vital occasion particulars, like occasion sort, date and time, location, assembly particulars, standing, and a hyperlink to go to Calendly on to view all occasion particulars 
• Get a single view of all conferences your clients have attended over time, not simply from the newest interplay
• Use fields out of your Calendly occasions to personalize buyer emails 

Let’s say Isabella reaches out to schedule a gathering with a consultant to speak by way of a brand new product. As soon as she books the assembly, a deal is created and she or he is added to the corresponding pipeline throughout the CRM. A gathering invite is distributed. This isn’t Isabella’s first assembly with your corporation, and she or he is a really loyal buyer, so that you’d need to see her complete historical past — what emails have been despatched and what notes have been taken in every assembly — so you may have probably the most context attainable earlier than the dialogue. 

Now that Calendly occasions work as a customized object, the automation is triggered from the occasion object, not a tag. Prior to now, customers needed to leverage tags or customized fields that might set off automations as soon as an occasion was created, however every new assembly would overwrite any current or earlier assembly information. For companies who depend on conferences or occasions to construct relationships, it’s vital to have the ability to monitor the complete historical past a buyer has, not simply the newest touchpoint. 

One of the best a part of CXA is the flexibility to deeply perceive each buyer, and monitor their preferences and behaviors over time as they go from a first-time customer to a loyal model advocate. Get much more out of your Calendly integration and proceed constructing the relationships that develop your corporation. 

Need to study extra about getting began with the newly up to date Calendly integration? Take a look at our assist documentation.