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