Use cases
Calendly
Use Cases
For B2B Marketing - Automate scheduling for product demos or sales calls, streamlining lead generation and enhancing conversion rates.
For Sales Teams - Easily schedule sales calls, follow-ups, or team meetings, ensuring more efficient and effective communication.
For Operations / Working Smarter - Schedule internal meetings, project check-ins, and streamline operational tasks, fostering a more productive and harmonious work environment.
Work faster with
Calendly
with these automations
Track your funnel conversion by adding booking to Google Analytics
Create lead in Active Campaign when a meeting is booked in Calendly
Automatically add contacts, organisations and deals in Active Campaign. Also, right away place them into the right funnel stage.
Create lead in Pipedrive when a meeting is booked in Calendly
Automatically add contacts, organisations and deals in Pipedrive. Also, right away place them into the right funnel stage.
Decrease meeting no-show by sending meeting attendees multiple emails before meeting
Keep deals in your pipeline updated when sales meetings are booked
This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.
Frequently asked questions about
Calendly
How does Calendly help with scheduling meetings?
Calendly simplifies the scheduling process by allowing you to set your availability preferences. You can then share a link with others who can pick a time that works for them within your pre-set availability.
Can Calendly adjust for different time zones?
Yes, Calendly includes a Time Zone Intelligence feature that automatically adjusts meeting times based on the participant's time zone.
Which calendars can Calendly integrate with?
Calendly can integrate with Google Calendar, Outlook Calendar, Office 365, and iCloud, ensuring seamless scheduling and preventing double bookings.
Can I customise my Calendly page?
Yes, Calendly allows you to customise your scheduling page, including colors, logo, and meeting instructions, to reflect your brand identity.
Can I use Calendly for group scheduling?
Absolutely! Calendly supports one-on-one, round-robin, and group meetings. It's perfect for scheduling team meetings, webinars, or workshops.
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