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[New] Calendly Integration

  • June 23, 2023
  • 2 replies
  • 357 views

staceyhatch
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🗓 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

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


emaynez
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  • Community Manager
  • July 12, 2023

@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!