Calendly: How to connect Calendly with Kommo
Calendly is a software which helps you easily schedule meetings. Connect it with Kommo, and every time someone schedules a meeting with you, an automatic lead and a task will be created in your pipeline. Neat right? 🧐
How to connect Calendly
Adding Calendly to Kommo takes just a few clicks. 👍
1) In your Kommo account, go to Settings > Integrations and find the Calendly integration. Click “Sign in” and authorize your Calendly account.
2) After authorization is done, select task type and manager for which tasks will be created by default. Click save and you are all done.
Simple as that. 😎
How to use the Calendly integration?
Adding Calendly to your Kommo account can be a great tool for automatic lead capture.
– Whenever someone schedules a meeting with you in your Calendly, a new lead with a task will be automatically created in your Incoming leads stage.
– If a lead with the same contact already exists, a task will be added.
Need more help with setting up or troubleshooting? Contact us by sending an email to email@example.com or write to us on Facebook.
Not a user yet? Visit our tour page or contact us for a demo.