Calendly
Connect Calendly so your agent can check availability and book meetings during a call.
Calendly integration lets your agent schedule meetings on your Calendly account during a call. Unlike Cal.com, Calendly connects with a one-click sign-in (OAuth), so you do not paste an API key.
Key benefits
- Automated meeting scheduling during the call
- Books against your real Calendly event types
- No API key to copy: you authorize with your Calendly login
Booking meetings through Calendly requires a paid Calendly plan (Standard or above). On the free plan the connection works but scheduling is rejected by Calendly.
Setup option 1: from the main dashboard
Open the integrations page
Go to the Integrations page in your dashboard and select the All Integrations tab.
Connect Calendly
Find the Calendly card and click Connect. Enter an integration name, then click Connect with Calendly and sign in to authorize access.
Pick your event type and timezone
After authorizing, choose the Calendly event type to book against (the list is pulled from your active event types) and set the timezone, then save.
Attach to your agent
Go to your agent's edit page, open the Integrations tab, and attach the integration from the dropdown.
Setup option 2: from agent configuration
Open the agent's integrations tab
Go to your agent's edit page and select the Integrations tab.
Connect Calendly
Under Connect New Integrations, find Calendly, click Connect, enter a name, authorize with Calendly, then pick your event type and timezone. The integration attaches to your agent automatically.
Configuration
During setup you provide:
- Integration name: a descriptive label (for example, "Sales calls")
- Calendly authorization: click Connect with Calendly and sign in. Access refreshes automatically, so you do not manage tokens.
- Event type: chosen from a dropdown of your active Calendly event types
- Timezone: the timezone used for scheduling
Using with your agent
- Check availability on your Calendly event type
- Book meetings during the call
- Confirm the time back to the caller