How To Integrate Calendly With ClickUp

How To Integrate Calendly With ClickUp

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