Calendly

Why Calendly is Essential

The simplest tools are often the most impactful. Calendly eliminates scheduling friction, which means more meetings booked and less time wasted.

My Experience

I’ve used Calendly for years and integrated it with HubSpot for countless clients. The combination is powerful—meetings automatically create contacts, log activities, and trigger workflows.

What Makes Calendly Great

1. Frictionless Booking - Send a link, recipient picks a time. No back-and-forth emails. Works every time.

2. Smart Availability - Automatically syncs with your calendar. Buffer times, daily limits, and availability rules.

3. Team Scheduling - Round-robin assignments, collective meetings, and routing based on form answers.

4. HubSpot Integration - Meetings sync to HubSpot automatically. Create deals, update lifecycle stages, trigger workflows.

Best For

• Sales teams booking demos
• Consultants scheduling client calls
• Support teams booking customer calls
• Recruiters coordinating interviews
• Anyone tired of email scheduling

Advanced Features Worth Knowing

• Routing Forms - Ask questions before showing availability. Route to the right team member.
• Workflows - Send reminders, follow-ups, and SMS notifications automatically.
• Analytics - Track booking rates, no-shows, and popular times.

Free vs Paid

The free tier is genuinely useful for individuals. Upgrade when you need:

• Multiple event types
• Team features
• Integrations beyond basic calendar
• Custom branding