How to integrate Calendly with your tools

Overview

Integrating Calendly with apps like Zoom, PayPal, and Salesforce helps you automate tasks and manage your meetings more easily. By connecting Calendly to these tools, you can keep your data updated across platforms and simplify scheduling for both you and your invitees.


Before you begin

  • Ensure you have the necessary permissions and access rights to both your Calendly account and the external tools you want to connect.
  • For some integrations, like Salesforce, administrative privileges in both Calendly and the external application are required to establish the connection.
  • Integrations that require a Calendly admin will display an Admin note in the corner for easy identification.

calendly_shapes19.png How to integrate Calendly with your tools 

Let's integrate your essential tools with Calendly to streamline your workflow and increase your productivity throughout the day. 

  1. From your Calendly Home page, select Integrations and apps from the navigation panel on the left-hand side.
  2. From the Integrations and apps page, select the integration of your choice and follow the integration steps.
  3. Use the resources below to assist you in connecting your tools. 
Integration Type  Integrations 
Video Conferencing 
Sales and Customer Relationship Management (CRM)
Payments
Analytics 
Extensions and apps