How Calendly Saves 10 Hours a Week by Connecting Support, Sales and Product

The challenge

Support, sales and product at Calendly shared requests and information constantly, but their tools did not sync out of the box. Data had to be transferred manually across teams and departments, which wasted time and left room for errors.

The solution

Calendly connected its tools with Zapier. When support moves a Zendesk ticket into a specific view, it is added as a row in Airtable for the product team. The same kind of trigger emails the sales team about a new lead, and another workflow sends potential leads from support into Salesforce.

The outcome

• 10 hours saved each week across teams
• Support has an ongoing feedback loop with the product team
• Sales is notified of new leads from support instantly

KtizoTech's take

Handoffs between teams are where work gets lost. If a request has to be retyped to move from support to sales or product, an automated handoff will pay for itself quickly and usually takes only a few days to build.

This is an independent summary of a published case study. Calendly is not a KtizoTech client, and all figures are as reported by Zapier. Read the original: Calendly customer story (Zapier).