Connect Calendly
Connecting Calendly lets your agents book, reschedule, and look up meetings on your Calendly links. This is handy when an agent needs to share a booking link with a lead or check what is already scheduled.
What your agents can do
- Look up upcoming meetings on your Calendly links.
- Share the right booking link with a lead or customer.
- Help book and reschedule meetings.
Before you start
- Have your Calendly account ready to sign in to.
Connect Calendly
1
Open Integrations
In your dashboard, go to Integrations in the left sidebar.
2
Click Connect on Calendly
Find the Calendly card and select Connect.
3
Sign in to Calendly and approve
Sign in to your Calendly account, review the access requested, and approve it.
4
Confirm it is connected
You return to Raileon and the Calendly card shows Connected.
Disconnect Calendly
Open Integrations, find the Calendly card, and select Disconnect. Access is revoked immediately.