The Cal.com integration allows users to effortlessly schedule and manage appointments directly within ConvergeHub.
Integrating Cal.com with ConvergeHub offers a seamless scheduling solution, enhancing customer interactions and streamlining appointment management. This integration ensures efficient and real-time appointment scheduling, empowering your team to deliver superior customer service while optimizing scheduling processes.
With the Cal.com and ConvergeHub integration, you can easily sync appointment scheduling data from Cal.com to ConvergeHub. Access and manage appointment records directly through Cal.com and automatically update them in ConvergeHub. This streamlines scheduling operations and maintains accurate, up-to-date records.
Easily generate and track appointment reminders and notifications directly from ConvergeHub using Cal.com’s features. Automated reminders help ensure timely attendance and reduce the need for manual follow-ups and confirmations.
Gain insights into your appointment scheduling trends with built-in analytics and reporting tools. This data helps you understand customer behaviors, optimize scheduling times, and improve overall efficiency.
ConvergeHub CRM offers a comprehensive selection of third-party applications in the App Store to ensure seamless integration with essential business functions. To find it, navigate to 'Admin Settings,' then go to 'App Setup,' and click on 'App Store.' In the App Store, search for the 'Cal.com' plugin to locate it.
Once you have clicked the ‘Settings’ button on the plugin, it will take you to the Cal.com Settings page. Copy the Webhook URL, select the Module as Leads, and set the Default Fields mapping. Now, hit the Save button.
Log in to your Cal account and go to Settings, paste the Webhook URL, select 'Booking Created' under Event Triggers, and click 'Create Webhook' to save. Next, click New to create an event, add a Title, set the meeting duration, and click Continue. Go to Advanced, click 'Add a Question', create a Phone field with the appropriate Identifier, and hit Add. Finally, click Preview, choose a date and time, input participant details, and click Confirm. If a matching Phone Number exists in the Leads module, the existing Lead will be used; otherwise, a new Lead is created.
