Calendly for Bitrix24 CRM

Features of the extension

  • Book new Calendly appointments from Bitrix24 to leads, contacts, and deals

  • Have a record of upcoming and past Calendly events

  • Reschedule or Cancel meeting from Bitrix24 CRM

  • View multiple Calendly users events in Bitrix24

Application Installation

Step 1: Go to Bitrix24 marketplace and search for the application "Calendly for Bitrix24". Click "Install" to install the application. Now, you will be re-directed to the extension settings page. In step 1, click "Connect Now" to authorize your Bitrix24 account. In step 2, enter the Calendly access token to authorize your Calendly account. Get your Calendly access token by clicking the "Get here" option.

Authorizing Integration using Calendly Credentials

Step 2: Click "Generate New Token" to create a new Calendly access token.

Generate New Token for creating a new Calendly access token

Step 3: Enter a name for the token and click "Create Token" option.

Naming and Creating New Calendly Token

Step 4: Copy the created token and paste it in the extension settings page.

Copying and Pasting Token inside Extension

Step 5: Now you can see that your integration is successfully enabled.

Enabling Calendy Integration inside Bitrix24

This is the installation and setup of the application "Calendly for Bitrix24".

Application Working

1) Book a new Calendly appointment

Step 1: Go to any of the Bitrix leads/contacts or deals and check for the option "Calendly". You can book or schedule a new meeting using the "New Appointment" option available.

Creating New Calendly Appointment for Lead

Step 2: Now, select the type of Calendly event.

Selecting the Type of Calendly Event

Step 3: Select the convenient date and time and confirm the same.

Selecting and Confirming the Date and Time for the Event

Step 4: Enter the required details and click "Schedule Event" for booking the appointment.

Scheduling Events for Booking Appointment

Step 5: Now, your meeting booked in confirmed by a notification.

Meeting Booking Notification for Booked Events

2) View upcoming and past Calendly events inside Bitrix24

Go to any of the Bitrix24 lead/contact or deal and click the "Calendly" option. You can view the upcoming and past events of the client listed.

Viewing Upcoming and Past Calendly Events for Bitrix24 Lead

3) View multiple user's event inside Bitrix24

Go to any of the Bitrix24 lead/contact or deal and check for the "Calendly" option. If you have multiple users in Calendly, then you can switch and view the user's event as shown in the below image.

Viewing Multiple Calendly User for Bitrix24 Lead

4) Reschedule or cancel the event from the Bitrix24

Step 1: Go to any of the Bitrix24 lead/contact or deals and check for the option "Calendly". Click the "Details" near the meeting to check the meeting details. You can either re-schedule or cancel the meeting using the options available.

Reschedule or Cancel the Calendly Event for Bitrix24 Lead

Step 2: Once you wish to re-schedule or cancel the event, then you have to provide the reason and confirm the same so that the meeting details will get updated accordingly.

Updating Reason for Re-Scheduling or Cancellation of Calendly Events

This is the installation and working of the application "Calendly for Bitrix24".