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Integrations & Automations

Optimize your meeting lifecycle with tools and workflows

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  2. Integrations & Automations

Calendar Connections

  • Uninstalling the Outlook Desktop Plug-in
  • Outlook Plug-in FAQ
  • Google Calendar Invitations - "Unknown Sender" emails.
  • Installing the Outlook Desktop Plug-in
  • Using the Calendly extension for Google Calendar
  • Microsoft Graph API Calendar Connection Update
See all 14 articles

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
  • How invitees can opt out of text messages your workflows send them
  • Send text messages with Workflows
See all 15 articles

Embed Options

  • 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
  • Embed options overview
  • Common embed questions
See all 12 articles

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
  • How to use other video conferencing options
See all 13 articles

Browser Extensions & Outlook Add-in

  • Browser Extensions
  • Calendly for Gong Engage
  • Browser extensions guide
  • Using the Calendly extension for Gmail
  • Create One-off Meetings with the Calendly Outlook Add-in
  • Using Calendly for Chrome
See all 12 articles

Routing Forms

  • Calendly Routing
  • Routing with Salesforce lookup: scenarios and solutions
  • Pre-populate invitee answers in routing forms
  • How Calendly routing works with Distribution Engine
  • How Calendly routing works with LeanData
  • How Calendly works with existing routing tools
See all 22 articles

Salesforce

  • Syncing additional guests and hosts to Salesforce
  • Salesforce integration by group
  • Calendly Salesforce package version 2 components
  • Mapping Routing Form responses to a lead record in Salesforce
  • Reference Calendly links as merge fields in Marketo emails
  • Reference Calendly links as merge fields in Pardot emails
See all 34 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 22 articles

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