You can choose from hundreds of templates. You can use them as they are or customize them to suit your needs.
Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM. You need to have a Calendly premium account to create this integration.
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new Google Contacts. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Every time a new lead is received in Dux-Soup, a new contact will be instantly created in Initiative CRM.
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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