We’re thrilled to share an exciting new upgrade to your CRM’s event importing capabilities! This enhancement is designed to save you time and streamline your scheduling process, making it easier than ever to manage your events.
📌 Why This Matters
This new feature allows you to keep track of all your events without missing a beat. By automatically importing both upcoming and past events, you can maximize the tools at your disposal. This means better organization, improved customer engagement, and the ability to utilize all aspects of your CRM efficiently.
✨ What’s New
- Import Upcoming Events: Seamlessly import all future scheduled events right when you connect your calendar.
- Import Past Events: Automatically bring in events created within the last 180 days, giving you a complete overview of your recent activities.
🛠️ How to Use It
- Step 1: Navigate to ‘Calendars’ > ‘Calendar Settings’ > ‘Connections.’
- Step 2: Click on ‘Add New,’ select ‘Calendly,’ and hit ‘Connect.’
- Step 3: Sign in to your Calendly account and complete the authentication process.
- Step 4: Select the calendars from which you want to import events.
- Step 5: Check the consent box to agree to import your events and click ‘Save.’
- Step 6: Your integration is now set up and ready for use!
💡 Pro Tip
Stay organized by regularly reviewing your imported events to enhance your customer interactions and leverage all available tools.
