Calendly Integration

FluenzR integrates with Calendly to let you insert booking links in your emails and track each contact's appointments.

Prerequisites

• A Calendly account (free or paid)
• At least one event type configured in Calendly

Connect Calendly

1. Access integrations

1. Go to Integrations
2. Click on the Calendly tab

2. Authorize FluenzR

1. Click Connect Calendly
2. You are redirected to Calendly
3. Authorize FluenzR to access your account
4. You are redirected back to FluenzR

Once connected, FluenzR displays:

• Your Calendly username
• The list of your event types

Event Types

Automatic sync

FluenzR automatically retrieves your Calendly event types:

Copy a link

To copy the booking link for an event type:

1. Find the desired event type
2. Click the Copy icon
3. The link is copied to your clipboard

Using Calendly in Your Emails

Calendly Variable

Insert a Calendly link in your emails with the variable:

{{calendly_link}}

This variable will be replaced with the link to your first active event type.

Usage Example

Hi {{firstName}},

I'd love to chat about your needs.

Book a slot directly in my calendar: {{calendly_link}}

Talk soon,

Best Practices

• Place the Calendly link after presenting your value proposition
• Use a clear CTA like "Book your slot" or "Let's schedule a call"
• Mention the appointment duration to reassure the prospect

Appointment Tracking

Contact View

In a contact's profile, the Calendly section displays:

Schedule an Appointment

From a contact's profile:

1. Find the Meetings section
2. Click Schedule
3. Select an event type
4. A new tab opens with Calendly
5. The contact's email and name are prefilled

Appointment Statuses

Synchronization

Webhook (paid accounts)

If your Calendly account supports it, webhooks enable real-time sync:

• New appointment → Visible immediately
• Cancellation → Status updated automatically

Manual Sync

For free Calendly accounts:

1. FluenzR syncs automatically every 15 minutes
2. Click the Sync icon to force an update

Contact Linking

Email Matching

FluenzR automatically links appointments to contacts:

1. When someone books a slot, Calendly sends their email
2. FluenzR searches for a contact with that email
3. If found, the appointment is linked to the contact

Contact Not Found

If the attendee's email doesn't match any contact:

• The appointment is still recorded
• You can create the contact manually afterwards

Disconnect Calendly

To disconnect your Calendly account:

1. Go to Integrations > Calendly
2. Click Disconnect
3. Confirm the disconnection

Note Existing appointment data is preserved even after disconnection.

Troubleshooting

"Unable to connect"

• Make sure you're logged into your Calendly account
• Temporarily disable your ad blocker
• Try in another browser

Appointments not syncing

• Wait a few minutes, sync may take time
• Click Sync to force an update
• Verify the attendee's email matches a contact

Calendly link not showing in email

• Check that you have at least one active event type
• Make sure you're using the {{calendly_link}} variable correctly
• Refresh the event types list in integrations

Best Practices

Event Naming

Use clear names for your event types:

• "15min Discovery Call"
• "30min Product Demo"
• "Meeting" (too vague)
• "Call" (too vague)

Prospecting Sequences

1. Email 1: Introduction + value proposition
2. Email 2: Customer case study + Calendly link
3. Email 3: Follow-up with new availability

Post-Appointment Follow-up

After an appointment:

1. Update the contact's status in the pipeline
2. Add notes about the conversation
3. Schedule the next follow-up if needed