Calendly Scheduler for Freshsales Suite

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


  • 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


  • Must be a Freshsales CRM user.

  • Must have a Calendly account.

Installation & Setup


Install Calendly for Freshsales from Ulgebra Marketplace
  • Enter the Freshsales domain and API Key.

  • Authorize Freshsales account.

Authorize Freshsales account
Authorize Calendly account

Extension Applications


Schedule Appointments


  • Click on the Ulgebra icon within Freshsales.

  • Select Calendly.

Access Calendly from Freshsales
  • Select the Calendly agent for whom the appointment is to be booked.

Select the required agent from the Calendly organization
  • Select the Calendly event.

Select the Calendly event to schedule appointment
  • Select the date and time for the meeting.

  • Click on 'Confirm'.

Select the date and time for appointment
  • Enter the details for the booking.

Enter the booking details
  • Schedule your Calendly appointment.

Schedule Calendly appointment
  • You would receive the confirmation once the appointment is booked.

Receive the confirmation for the appointment booked

Contact Appointments


  • Go to any Freshsales contact.

  • Click on the Calendly icon from the contact panel.

Access Calendly for Freshsales within the Freshsales contact
  • Select the Calendly agent.

  • Select the Calendly event to schedule an appointment.

  • Select your preferred date and time.

  • Click on 'Confirm'.

Select the date and time of booking with the Freshsales contact
  • Enter the booking details.

  • Click on 'Schedule Event'.

Schedule Calendly event with Freshsales contact
  • You would now receive the confirmation for the appointment booked.

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.

View the history of Calendly appointments for each Calendly agent
  • Select any appointment to view the details of the appointment.

  • Click on Reschedule Event to reschedule the Calendly appointment.

View the details of each Calendly appointment
  • You would now be redirected to the Calendly page to reschedule the appointment.

Reschedule Calendly appointment
  • In order to cancel the Calendly appointment, click on 'Cancel Event'.

  • You would now be redirected to the appointment cancellation page.

Cancel Calendly appointment

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.

Access Calendly booking links
  • Click on 'Copy single-use link' and share with the required contact.

Share the single-use link for Calendly events

Extension Settings


  • Click on your Ulgebra profile within the extension interface.

Access the extension settings page
  • You can now access the extension settings page.

View the settings of Calendly for Freshsales

Calendly Tab


  • Select 'Open in New Tab'.

  • You would now be redirected to a separate tab containing Calendly for Freshsales.

Access Calendly for Freshsales in a separate tab

Application Statistics


  • Select 'App Usage Analytics'.

  • You can access all the statistics of the application usage.

View the analytics of Calendly for Freshsales

Reset Application


  • Select 'Reset App Configurations'.

Reset application
  • Enter 'confirm'.

  • Click on Reset.

  • All the details of the application would now be deleted.

Confirm application reset

Manage your calendar using Calendly for Freshsales.

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.