Go to Integrations, click Calendly, and click Connect. You authorize FlowForce on Calendly, and then you can share your Calendly scheduling page with leads and contacts.
Steps
- Click Integrations in the MORE group of the sidebar.
- Under Calendar & meetings, click Calendly.
- Click Connect. FlowForce sends you to Calendly.
- Authorize FlowForce on Calendly.
- You return to FlowForce.
You can disconnect Calendly at any time.
When to use Calendly
Use Calendly when your team already books meetings through Calendly. If you would rather book through FlowForce, connect Google Calendar or Outlook and set your hours. See How to set your booking link and availability in FlowForce.
If it did not work
Calendly does not open. Check that your browser allows the pop up, then try again.
I authorized the wrong Calendly account. Disconnect Calendly in FlowForce, then connect again and choose the right account.