Calendly Integration

Embed scheduling links from contact records, auto-create activities when prospects book meetings, and route incoming bookings round-robin across your team.

Prerequisites#

• Calendly account — free tier works for basic scheduling; paid plans unlock round-robin and team routing.
• At least one event type configured in Calendly (15-min intro, 30-min discovery, etc.).
• Coeffection role with integrations:manage permission.

Connecting Calendly#

1. Go to Admin Settings → Integrations → Calendly.
2. Click “Connect Calendly”.
3. Sign in to Calendly via OAuth and approve access to events + scheduling data.
4. Your Calendly event types appear as scheduling options inside the CRM.

What you get#

• Embedded scheduling links — share personalized Calendly links from contact records; prospects self-book without back-and-forth emails.
• Auto-activity creation— when a meeting is booked via Calendly, an activity is automatically created on the contact's timeline.
• Availability sync — your CRM calendar syncs with Calendly to prevent double-booking.
• Round-robin routing — inbound meetings distribute fairly across your team based on availability and territory.