topic Advice on installing Calendly in CRM

Advice on installing Calendly

HCM — Mon, 11 Apr 2022 03:13:20 GMT

We are keen to install Calendly to help us manage our appointments and were keen for advice on how this can be done.

Re: Advice on installing Calendly

webdew — Mon, 11 Apr 2022 04:09:21 GMT

Hi @HCM ,

In your HubSpot account, navigate to App Marketplace and search for Calendly. It has native integration with HubSpot . Click on the app name and complete the integration. Once the integration is done, you can manage and schedule the meetings and also can create workflows to automate various tasks.

Below is an article to help you out:

Calendly's powerful HubSpot integration - Calendly.com

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

Re: Advice on installing Calendly

HCM — Mon, 11 Apr 2022 04:33:59 GMT

Thank you so much. This is super informative and helpful.

Re: Advice on installing Calendly

webdew — Mon, 11 Apr 2022 13:27:45 GMT

Happy to help @HCM 🙂

Re: Advice on installing Calendly

andrus — Wed, 27 Apr 2022 10:30:27 GMT

@HCM did the native integration solve your use case? If you'd need more elaborate Calendly fields mappings to Hubspot properties, then the Calendly-Hubspot integration by Outfunnel can do this out of the box.