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Integrations & Automations

Power your meeting lifecycle with tools and workflows

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  2. Integrations & Automations

Calendar Connections

  • Installing the Outlook Desktop Plug-in
  • Microsoft Graph API Calendar Connection Update
  • Moving a repeating event on iCloud calendar
  • iCloud all-day events
  • Connecting Calendly with Microsoft Exchange calendars
  • Getting started with iCloud calendar
See all 10 articles

Workflows

  • Automate tasks with Workflows
  • Using variables and event types in Workflows
  • Marking no-shows in Workflows
  • See Workflow activity for scheduled events with Timeline
  • Reconfirm booked events with Workflows
  • Workflows replace reminders and email follow-ups for event types
See all 16 articles

Embed Options

  • Embed options overview
  • Tracking Google Analytics in your Calendly embed
  • How to add Calendly to a Shopify site
  • Embedding Calendly on your site
  • Source tracking with your Calendly embed and UTM parameters
  • Common embed questions
See all 12 articles

Video Conferencing

  • Schedule with video conferencing
  • Webex: app approval and security
  • Troubleshooting Zoom
  • Adjust your Zoom dial-in numbers
  • Use your Zoom Personal Meeting ID for meetings
  • Pre-approving Zoom
See all 14 articles

Browser Extensions & Outlook Add-in

  • Using Calendly for Chrome
  • Using the Calendly extension for Gmail
  • Using Calendly for Firefox
  • Calendly for LinkedIn Messaging
  • Installing the Calendly Outlook Add-in
  • Installing Calendly for Chrome
See all 8 articles

Routing Forms

  • Routing Forms Best Practices
  • Getting started with Routing Forms

Salesforce

  • Syncing Calendly links to Salesforce
  • Salesforce package release notes
  • Calendly Salesforce package v2 post-install steps
  • Automatically categorize your Calendly events in Salesforce
  • Delete an event record in Salesforce when a Calendly event is canceled or rescheduled
  • How to change the authenticated user for your Salesforce account
See all 24 articles

Other Integrations

  • ActiveCampaign
  • Calendly for Intercom
  • Calendly for Slack
  • Getting started with Google Analytics
  • Getting started with Make
  • Getting started with webhooks
See all 18 articles

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ahead

We take the work out of connecting with others so you can accomplish more.

Easy
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We take the work out of connecting with others so you can accomplish more.

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