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Calendly

A booked Calendly meeting creates the contact and the deal in Lead.

When someone books a Calendly event you pick, Thatcher creates the contact, finds or creates their company, and opens a deal in Lead with the answers from the booking form.

Round robin in Thatcher decides which rep owns the new deal.

What syncs

  • New deals from bookings

  • Booking form answers on the deal

  • Works with round robin

Category

Scheduling

Sync

One-way

Setup

2 minutes

Bring your pipeline. We will move it over for you.

Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.

14 days free. No card needed.

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