How To Integrate Calendly With ClickUp
- Log into Calendly: Access your Calendly account.
- Go to Integrations: Find the 'Integrations' section in Calendly.
- Select ClickUp: Look for ClickUp in the list of available integrations.
- Connect Accounts: Follow prompts to link your Calendly and ClickUp accounts.
- Set Up Triggers: Choose what actions in Calendly will create tasks in ClickUp.
- Customize Task Details: Define how task information from Calendly will appear in ClickUp.
- Test the Integration: Schedule a test event in Calendly to ensure it creates a task in ClickUp.
- Save Settings: Confirm and save your integration settings.