Calendly Product Update – Aug 2024

Tip of the Day: Reminder and Follow-Up Notifications

We’ve talked about how people have reduced no-shows to their meetings by 100% with the Calendly Workflows “reconfirmation” features (available on the Standard plan and higher).

Yet, after you get someone to your meeting, do you know what’s arguably more important? Making something happen! Encourage a recruit to join your team. Persuade a customer to buy. Convince a customer to renew for another year.

Those special moments often require us to do something helpful like send a follow-up after the meeting. However, many of us forget!

That’s why we recommend automating these follow-up emails with links to helpful materials.

Send a recruit a job description or homework assignment after the call.

Share a case study with a prospect about a similar company overcoming odds with your product.

Ensure a top customer has access to your product roadmap to encourage them to invest in the future of your company.

With Calendly Workflows reminders and follow-ups, you can not only get someone to the meeting, but also help move them along in a way that’s mutually beneficial.

Use Workflows

Featured Integration: HubSpot

At Calendly, we know how important it is that your tools work well together, which is why we have 100-plus apps and integrations available for our users. For our sales and marketing teams, our CRM integrations are particularly popular.

For those that use Hubspot, our Calendly + HubSpot integration automates your scheduling workflows and helps you close more deals while booking customer meetings.

We recently released enhancements to this HubSpot integration that sync new, additional fields from Calendly to your HubSpot contact records including: meeting notes, contacts, and meeting outcome (optional) which will automatically update your meeting status from Calendly as either scheduled, completed, no show, or canceled.

If you’re interested in learning more about these new features and all the capabilities of the Calendly + HubSpot integration including Calendly Routing with HubSpot forms, check out our recent “how it works” webinar. You’ll get the latest pro tips from Calendly, HubSpot, and our featured customer, Toggl.

And if you’re heading to HubSpot's Inbound conference, please come visit our booth!

Explore Integrations

Join the Calendly Community

Have you joined the Calendly Community? Community is a great place to get your questions answered, share feature ideas, and discover tips and tricks to make scheduling even easier. For starters, check out these helpful, new articles: Groups vs. Teams: Which feature do I need for organization management? and How to turn a Reminder Basic Notification into a Reminder Workflow (and why you should!).

Learn More

More Resources

• Webinar: Tools to Book More Meetings in 2024

• Webinar: Getting Started with Calendly

• Webinar: Using Calendly as a Team

• Blog Post: Calendly CRM Integrations

• Blog Post: Calendly Etiquette