Calendly for Intercom

Use Calendly for Intercom to easily share scheduling links with leads and customers directly in chat, boosting conversions. Create custom invitations, so visitors can schedule a meeting without leaving the chat window.

Automate the process by using bots in Intercom Messenger to share your link. If you’d like to pass Calendly booking data into Intercom’s CRM, consider using Zapier to set up an integration.

How to install the integration

This integration is available for users with a trial or paid Intercom subscription. Each user must set it up individually, as admins can't configure the Intercom integration on behalf of others. To get started, visit the Intercom App Store and install the Calendly app.

How to create an invitation within a chat

Easily invite site visitors to schedule with you or your team while managing an incoming chat.

1. Open the Add a messenger app option in the chat toolbar.
2. Select the Calendly app and enter your scheduling link.
3. Customize the message and button text.
4. Click Create Invite to add the invitation to the chat.

Your recently used links will be saved for quick access, along with any customizations made for each scheduling link.

When visitors click the invitation, your Calendly availability will appear directly in the chat window. They can schedule a meeting without leaving the page.

Once the event is scheduled, the invitation snippet will update to display the meeting details. Both you and your visitor will receive confirmation notifications via email.

How to build a bot

Create a custom bot in Intercom to guide your website visitors through a path that qualifies leads and schedules discovery calls directly on your calendar. For more details, check out Intercom's support article.

1. Open Intercom’s Operator view and decide if the bot will activate for visitors or users.
2. Click Create a New Custom Bot and design the path you want visitors to follow. 
3. Add a follow-up action at the end of the path:
   • Click +Add Action, then choose Calendly from the Send an app option.
   • Enter a new scheduling link or select a recently used invitation.
   • Customize the messaging to suit your audience.
4. Publish your bot to make it live.

How to set a home app in Messenger

Simplify scheduling for your customers by adding the Calendly app to your homepage in Messenger. For more details, check out Intercom's support article.

1. Open Intercom’s Messenger view and expand the Add Messenger home apps menu.
2. Decide whether the home app will appear for new visitors to your site or existing users.
3. Click +Add an app and select Calendly from the menu.
4. Paste your preferred scheduling link or choose from recently used links.
5. Customize the messaging, click Create Invite, and save the invitation to make it live on your homepage.