Calendly + Converge

Calendly is the world's leading scheduling automation platform, trusted by over 20 million users worldwide to eliminate the back-and-forth of scheduling meetings. The platform streamlines the entire scheduling process by allowing others to book time with you based on your real-time availability, automatically handling time zones, calendar conflicts, and meeting logistics.

Built with simplicity and efficiency in mind, Calendly integrates smoothly with popular calendar systems, video conferencing tools, and business applications. This integration ecosystem makes Calendly an essential tool for sales teams, customer success managers, consultants, and anyone who regularly schedules meetings as part of their workflow.

Sales & Lead Qualification: Streamline your sales process by allowing prospects to book discovery calls, product demos, and consultation meetings directly from your website or email campaigns. Sales teams can set up different meeting types with custom durations, questions, and follow-up actions that automatically qualify leads and prepare for more effective sales conversations.

Customer Success & Support: Enable customers to easily schedule onboarding sessions, training calls, and support meetings without overwhelming your team with scheduling requests. Customer success teams can create specialized meeting types for different customer segments, ensuring appropriate time allocation and preparation for each type of customer interaction.

Professional Services & Consulting: Manage client appointments, consultation calls, and project meetings with automated scheduling that respects your availability and business hours. Consultants and service providers can set up buffer times between meetings, collect necessary information upfront, and automatically send meeting confirmations and reminders to reduce no-shows.

Account Setup & Calendar Integration: Create your Calendly account and connect your primary calendar system (Google Calendar, Outlook, or iCloud) to ensure accurate availability detection. Configure your working hours, time zones, and buffer times between meetings, then set up your profile with professional branding elements including your photo, bio, and company information.

Meeting Type Configuration: Create different meeting types for various purposes such as sales calls, support sessions, or consultations, each with appropriate durations, descriptions, and custom questions. Configure location settings for in-person meetings, video calls, or phone calls, and set up automated email confirmations and reminders that include all necessary meeting details and preparation instructions.

Integration & Automation: Connect Calendly with your CRM, email marketing platform, and other business tools to automatically sync meeting data and trigger follow-up actions. Set up webhook integrations or use Zapier to create workflows that add meeting attendees to your CRM, send personalized follow-up emails, or update deal stages based on meeting completion for smooth business process automation.