Calendly
Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

Integrate your Calendly account with Overloop and easily add meeting invitations to your email campaigns and manage prospects based on their engagement.

Connect a Calendly account

  1. Navigate to the Features and Integrations page and choose Calendly.

  2. Log in to your Calendly account.

Note: your Calendly pricing plan should give you access to the Get custom integrations with webhooks feature.

Add Calendly events to your emails

When composing an email (in a workflow or from conversations), click on the Calendly icon in the email editor and choose the needed event. The link will be automatically added to your email.

Calendly events and campaigns

Automatic enrollment

Your campaigns and workflows can automatically enroll your prospects when they book or cancel a meeting with you.

Disenrollment

Prospects can automatically exit your campaigns and workflows when they book or cancel a meeting.

Tracking & Filters

When a prospect schedules or cancels an event in your Calendly, we'll track it and show it on the prospect's timeline.

You can also filter your prospects who booked or cancelled a meeting with you. Read more on how to use filters.

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