Calendly Scheduler for Freshsales Suite
Calendly Scheduler for Freshsales Suite
Embedded Files
Step 3:
You can view the Calendly icon within Freshsales Suite, after successful authentication as mentioned above.
Final Step:
View all the features of the extension through the documentation below.
Features
Features
Schedule appointments with the desired contacts from Freshsales.
Access the Calendly history of Calendly agents from Freshsales.
View the details of upcoming and past appointments.
Reschedule or cancel Calendly appointments.
Access Calendly booking links of all Calendly agents.
Pre-requisites
Pre-requisites
Must be a Freshsales CRM user.
Must have a Calendly account.
Installation & Setup
Installation & Setup
Add the AppCursor Chrome extension to your browser.
Visit the Ulgebra Apps Marketplace.
Select FreshWorks CRM
Install Calendly for Freshsales from below Calendly.
Enter the Freshsales domain and API Key.
Authorize Freshsales account.
Enter your Calendly personal access token.
Authorize Calendly account.
Extension Applications
Extension Applications
Schedule Appointments
Schedule Appointments
Click on the Ulgebra icon within Freshsales.
Select Calendly.
Select the Calendly agent for whom the appointment is to be booked.
Select the Calendly event.
Select the date and time for the meeting.
Click on 'Confirm'.
Enter the details for the booking.
Schedule your Calendly appointment.
You would receive the confirmation once the appointment is booked.
Contact Appointments
Contact Appointments
Go to any Freshsales contact.
Click on the Calendly icon from the contact panel.
Select the Calendly agent.
Select the Calendly event to schedule an appointment.
Select your preferred date and time.
Click on 'Confirm'.
Enter the booking details.
Click on 'Schedule Event'.
You would now receive the confirmation for the appointment booked.
Calendly History
Calendly History
Within the application, select 'Events History'.
Select the Calendly agent to view the appointments of the agent.
You can now view the list of all the upcoming and past Calendly appointments.
Select any appointment to view the details of the appointment.
Click on Reschedule Event to reschedule the Calendly appointment.
You would now be redirected to the Calendly page to reschedule the appointment.
In order to cancel the Calendly appointment, click on 'Cancel Event'.
You would now be redirected to the appointment cancellation page.
Calendly Booking Links
Calendly Booking Links
Within the extension interface, click on 'Event Links'.
Select the Calendly agent whose booking link you wish to obtain.
You can now view the list of Calendly events.
Beneath each event click on 'Open' to be redirected to the Calendly booking link of the agent.
Click on 'Get single-use link' to obtain a one-time-use booking link.
Click on 'Copy single-use link' and share with the required contact.
Extension Settings
Extension Settings
Click on your Ulgebra profile within the extension interface.
You can now access the extension settings page.
Calendly Tab
Calendly Tab
Select 'Open in New Tab'.
You would now be redirected to a separate tab containing Calendly for Freshsales.
Application Statistics
Application Statistics
Select 'App Usage Analytics'.
You can access all the statistics of the application usage.
Reset Application
Reset Application
Select 'Reset App Configurations'.
Enter 'confirm'.
Click on Reset.
All the details of the application would now be deleted.
Manage your calendar using Calendly for Freshsales.
Pricing
Pricing
Classic Plan
$5 /user/month
Book appointment from freshworks
View booked meetings history
Notifications inside freshworks board for new calendly events.
Get contacts and events as records created inside freshworks board for new calendly events.
Priority Support
Access to all new upcoming features.
Additional Credits
In case of additional credit requirements, top-up your Ulgebra Credits.
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