[New] Calendly Integration

  • 23 June 2023
  • 2 replies

Userlevel 2

🗓 Our Calendly integration is here to help you automate scheduling with your customers! 

  • Spin up a project-specific Calendly link that can be added to template or project tasks 
  • Customers can take direct action from task assignment emails to book a meeting in Calendly
  • Once a meeting is booked, the GUIDEcx task is automatically marked as complete

Check it out → 


2 replies

Userlevel 3

So cool! Do we need a certain tier of Calendly licenses to take advantage of this?

Userlevel 7

@willpatterson reach out to your onboarding manager @mlees to get that answered!

I also pinged him in your onboarding project notes so he’s aware! 😁

PS It might be worth att@KimberleyFrancis’ masterclass on this topic!