Categories
Integration Operations CRM Volunteer Management
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting.
Why connect?
  • Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom Calendly questions in your CRM for improved search and reporting
  • Requires a Calendly account with Webhooks support (i.e. Standard or higher level)
How much?

Free

Pricing
Additional charges from 3rd-party vendor
Available for all MonkeyPod users
Categories
Automation Integration Operations CRM Volunteer Management
Description
Integrate with Calendly and create CRM records whenever someone schedules a meeting. Use powerful automations to save time and empower your team.
Why connect?
  • Everything included in the base Calendly integration
  • Automatically subscribes the person to an email list
  • Automatically adds the person to a pipeline for workflow management
  • Automatically assigns an action item to you and/or colleagues
  • Requires a Calendly account with Webhooks support (i.e. Standard or higher level)
How much?

$30/month or $300/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor
Available with a Pro or Enterprise subscription
Categories
Automation Email Fundraising Volunteer Management Operations
Description
Create special lists that send automated messages whenever certain "triggers" occur. Those could be tied to someone's donation behavior, their purchasing, or even whether they opened or clicked on a previous message.
Why connect?
  • Automate email campaigns to groups of contacts
  • Unlimited campaigns, messages, and automation rules
  • Define simple triggers
  • Streamline email marketing
How much?

$40/month or $400/year

Pricing
Included free with Enterprise subscription
14-day free trial
Available with a Pro or Enterprise subscription
Categories
Automation CRM Integration Operations Volunteer Management
Description
Integrate with Jotform and create CRM records whenever someone submits a form. Powerful automations trigger advanced behavior and workflows.
Why connect?
  • Automatically creates or updates a CRM record whenever someone submits one of your forms
  • Logs an interaction in the person's record for seamless relationship management
  • Records responses to custom form questions in your CRM for improved search and reporting
  • Can automatically subscribe the person to an email list
  • Can automatically add the person to a pipeline for workflow management
  • Can automatically assign an action item to you and/or colleagues
How much?

$30/month or $300/year

Pricing
Included free with Enterprise subscription
14-day free trial
Additional charges from 3rd-party vendor
Available with a Pro or Enterprise subscription
Categories
CRM Operations Volunteer Management
Description
Volunteer HQ provides tools for managing your volunteers. Track volunteers, opportunities, and hours.
Why connect?
  • Track your organizations volunteers
  • Maintain a list of volunteer opportunities
  • Track and report on volunteer hours
How much?

$40/month or $400/year

Pricing
Included free with Enterprise subscription
14-day free trial
In development. Coming soon.

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