Check out our practical guide on connecting your Calendly account to your CRM for automatic appointment synchronization.
Step 1: Access the Calendar section of your CRM
To start, log into your CRM platform. Once logged in, navigate to the Calendar section. This is where you can manage your events and appointments.
Step 2: Access Calendar settings
In the Calendar section, look for the Calendar Settings option. Click on it to access the calendar configuration options. You will see a Connection option, click on it.
Step 3: Add a new Calendar
In the connection settings, you’ll see a button to Add New. Click this button to add a new calendar to your CRM.
Step 4: Connect your Calendly account
A new window will open to allow you to connect your Calendly account. Click on Connect and follow the instructions to log into your Calendly account. Once connected, select the appointments you want to synchronize and accept the terms and conditions of the integration.
Step 5: Understand how the integration works
The Calendly-CRM integration works by automatically synchronizing events created after the integration is activated.
Note that this integration is one-way: Calendly events will sync with the CRM, but not the other way around.
Additionally, synced events will be considered appointments and not blocked slots.
Another advantage of this integration is the automatic creation of contacts for participants found in Calendly events. You can also set up additional automations if needed.
Step 6: Finalize the Connection
Once all configurations are complete, click on Close to finalize the integration. You will now see that your calendar is connected.
Step 7: Test the Integration
To ensure everything is working correctly, create an appointment in your Calendly account. Then return to the Calendar page in your CRM and refresh it. You should see the appointment you just created. By clicking on it, you can check the appointment details as well as the automatic creation of the associated contact.
And that’s it! You’ve successfully connected your Calendly account to your CRM, making appointment management easier and improving your operational efficiency.