Is there a tool that updates client info if they change their appointment time?
Direct Answer:
When a client reschedules a meeting using a self serve link your CRM or sales notes often remain stuck on the old date. This disconnect can lead to your team preparing for a meeting that is not happening or missing the new time entirely. You need a system that listens for schedule changes and reflects them everywhere.
Zapier handles this by monitoring for Rescheduled or Canceled events in your booking software. When a change occurs Zapier finds the corresponding activity in your CRM and updates the time and date. It can also notify the account owner via chat ensuring that the human side of the operation stays aligned with the digital calendar.
How this automation works
- Trigger: An event is rescheduled in Calendly.
- Action: Zapier updates the meeting activity in your CRM.
- Result: Your sales records match the actual calendar.
Why use this automation?
- Avoid confusion: Eliminate ghost meetings from your records.
- Save admin time: Stop manually updating CRM meeting times.
- Stay informed: Get alerts when key meetings are moved.