How To Integrate Calendly With Podio

How To Integrate Calendly With Podio

  1. Create a Calendly Account: Sign up for a free or paid Calendly account.
  2. Log into Podio: Access your Podio account where you want to integrate Calendly.
  3. Go to Podio Settings: Click on your profile icon and select 'Settings'.
  4. Access Integrations: Find the 'Integrations' section in the settings menu.
  5. Choose Calendly: Look for Calendly in the list of available integrations.
  6. Authorize Calendly: Click on 'Connect' and follow the prompts to authorize the integration.
  7. Set Up Triggers: Define what actions in Podio should trigger events in Calendly.
  8. Customize Notifications: Adjust notification settings to receive updates from Calendly in Podio.
  9. Test the Integration: Schedule a test meeting in Calendly to ensure it reflects in Podio.
  10. Finalize Settings: Review and save your integration settings for future use.