Trying to integrate Calendly with Salesflare but your meetings aren't being pulled in?
All you have to do is double check your Calendar Invitation settings in Calendly.
Meetings are pulled into account timelines in Salesflare when contacts added to the account are participants in the meeting.
Salesflare automatically pulls in this information from your email calendar, but some scheduling apps don't do this by default.
Double check your Calendly settings here:
Event Types > Click an event type > Notifications and Cancellation Policy
In the Notifications and Cancellation Policy section, under 'Calendar Invitations' it should say the following:
'An event will be created in your calendar and your invitee will be added as an attendee.'
The 'Switch to Email Confirmations' option will not add invitees as attendees to the meeting and therefore won't be pulled into the account timeline in Salesflare.
Make sure the Calendar Invitation settings for each event type you have in Calendly are set to: 'An event will be created in your calendar and your invitee will be added as an attendee.'
This ensures all Calendly meetings are pulled into the appropriate account timelines in Salesflare.
And voilà! Now your Calendly events will automatically be pulled into Salesflare.