Calendly Events for CRM
Verified by FreshworksSchedule, reschedule and cancel the Calendly events from the Freshworks CRM
Published by support(about over 3 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Schedule Calendly meetings from the Freshworks CRM
Features:
1. Create and schedule new meetings for your contacts in Freshworks.
2. View the booked Calendly meetings inside your Freshworks contacts.
3. Cancel and Reschedule the meetings from the Freshworks.
4. View all your upcoming and past meetings from the Freshworks Navigation menu.
Note:
This app contains in-app pricing which has to be purchased from our app store by following this URL https://store.ulgebra.com/?product_id=prod_KlgaIlFlxcZHan
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1. Install the app in Freshworks CRM
2. Sign up for Calendly account
3. Provide Freshworks credentials and Calendly personal access token on the extension settings page.
4. Follow the steps given on the extension settings page.
5. After configuration you will be able to book appointments directly from your Freshworks contacts using the "New Appointment" button inside the contact.
6. Go to any contact and view the booked meetings of the contact inside the Freshworks.
7. View all your past and upcoming meetings inside your Freshworks by selecting the calendly button on the menu bar on the left.
8. Reschedule or cancel your calendly appointments directly from Freshworks by selecting any of the active appointments under "Upcoming events".
Check out the help document
https://apps.ulgebra.com/freshworks/freshworks-crm/calendly-for-freshworks-crm
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