Sync365 provides the enterprise meeting scheduling features of Calendly, with the addition of the advanced automation, security, tracking, and customisation your Salesforce CRM actually needs to perform optimally.
Architecture, Security & Compliance
Calendly Enterprise
Sync365 Outlook Integration
Direct Data Transfer Between Salesforce Org & Microsoft
100% Native Salesforce Org Data Storage
100% Native Salesforce Org User Interface
Secure Scheduling Links That Never Exposes Salesforce IDs or Email Addresses
HIPAA Compliant
Government & Health Cloud Compatible
Scheduling & Routing
Calendly Enterprise
Sync365 Outlook Integration
Easy Setup in Minutes Without Requiring Salesforce Administrator/Developer
Unlimited Custom Scheduling & Routing Form Fields
Hidden Custom Scheduling & Routing Form Fields
Headless Lead Routing
Advanced Precision Custom Routing Logic
Advanced Precision Lead and Contact matching Logic
Routing Form Responses Mapped To Lead Fields
Extensive Scheduler Custom Branding
Prevent Scheduling Conflicts Using Real-Outlook and Salesforce Calendar Availability
Scheduled Event Salesforce Notifications
Manually Approve Scheduled Events before Syncing to Outlook and Sending Invitation Option
Advanced SDR to AE Scheduling and Handoff in Salesforce
Microsoft Outlook Calendar & Teams Sync
Calendly Enterprise
Sync365 Outlook Integration
Keep External Outlook Events Private while blocking times in Salesforce
RSVP Sync
Cancelations Management & Sync
Reschedule Management & Sync
Event Schedule, Canceled, Rescheduled, Completed Status Tacking for Reporting
Teams Meeting Attendance Metrics Sync
Teams Meeting Transcripts Sync
Coming soon
Fully Customizable HTML Event Invitation Templates With Salesforce Merge Fields
Automatic Teams Meeting Link Generation
Hide Outlook Event Attendee List Option
Navigate to Outlook Event From Salesforce Event
Navigate to Teams Meeting From Salesforce Event
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Experience for yourself the power of Sync365 to streamline your workflow.
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