Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales. In a matter of minutes and without a single line of code, Zapier allows you to connect Calendly and Freshsales.
1. Login to Freshsales as an Admin.
2. Go to Admin Settings > Third Party integrations.
3. Click the Make a Zap button and you will be directed to Zapier.
4. If you already have a Zapier account, log in. Else sign up to explore this integrations' possible workflows.
5. Once you are logged in, you'll be directed to a screen where you can start making your first Zap with Freshsales.
6. Before you create your first Zap, you need to decide on the following:
a. The app from which the trigger is fetched.
b. What should the trigger be?
c. What action should take place as a consequence?
d. The app in which the action should take place.
7. How to create a Zap?
a. Choose the app from which the trigger is fetched.
b. Next, select your trigger.
c. Test the step.
d. Choose your app where you want the action to be initiated.
e. Next, select your action.
f. Test the step.
g. Test the Zap.
h. Turn on the Zap.