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See what you can do with our new Routing Forms feature!
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<br/>
Hi Sarah,
<br/>
<br/>
This is Jeff, head of product marketing for Calendly. We've released some new features in May that I'd like to share with you.
<br/>
</td>
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<strong>
Routing Forms
</strong>
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Have you had a chance to check out our
<a style="color: #006BFF; text-decoration: none;">
Routing Forms
</a>
feature?
<br/>
<br/>
Available in
<a style="color: #006BFF; text-decoration: none;">
Professional, Teams, and Enterprise subscription plans
</a>
, Routing Forms let you ask questions of someone before they can book a meeting with you. Depending on their answers, you can automatically direct them to a specific scheduling page or web page based on their responses.
<br/>
<br/>
I love this feature because its benefits are two-way: not only does it help ensure you meet with the right person, but it also helps achieve a good fit for your invitee.
<br/>
<br/>
"Calendly launched a new feature called 'Routing Forms' and it can filter out people you don't want to meet with. (Imagine the quality leads you'd be getting on your calendar)." -
<a style="color: #006BFF; text-decoration: none;">
Uche Ego
</a>
, a social-media marketing specialist
<br/>
<br/>
"I'm so in love with Calendly it's gross. The new routing forms is
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</a>
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-
<a style="color: #006BFF; text-decoration: none;">
Jessie Zwaan
</a>
, COO of Whereby
<br/>
<br/>
"[Calendly] has introduced a quick form with logic behind it to route call-bookers according to their answers or even prevent them from routing if needed. [For us] the prospect would simply answer the question of how much their monthly budget is and then be routed to the specialist on our team that is best suited for that tier." -
<a style="color: #006BFF; text-decoration: none;">
Justin Rowe
</a>
, founder of Impactable
<br/>
<br/>
Check out a video to see what you can do with Routing Forms:
<br/>
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<br/>
Or, join us for an
<a style="color: #006BFF; text-decoration: none;">
upcoming webinar
</a>
on June 8 where you can learn first-hand from my friend Julia how teams use Routing Forms to win more business with less work.
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Use Routing Forms
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<strong>
Integrations Page
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You may have noticed a new look and feel to your
<a style="color: #006BFF; text-decoration: none;">
Integrations web page
</a>
.
<br/>
<br/>
We're excited to introduce a new Integrations experience that features new "tiles" and categorized listings. Additional enhancements include
<em>
Admin
</em>
notations for those integrations only editable by your account administrators.
<br/>
<br/>
We're also looking for feedback on some integrations that are in development. If appicable to you, please let us know what you'd like to see from
<a style="color: #006BFF; text-decoration: none;">
Marketo
</a>
or
<a style="color: #006BFF; text-decoration: none;">
Pardot
</a>
+ Calendly integration.
<br/>
<br/>
Be sure to check our other
<a style="color: #006BFF; text-decoration: none;">
Marketing
</a>
and
<a style="color: #006BFF; text-decoration: none;">
Sales/CRM
</a>
integrations while you're there!
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<strong>
Integration of the Day
</strong>
</td>
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Do you use Hubspot?
<br/>
<br/>
Not only is it an in-demand customer relationship management (CRM) platform, but it's also a popular marketing and content management tool. Our
<a style="color: #006BFF; text-decoration: none;">
HubSpot integration
</a>
is used by many of our marketing and sales customers.
<br/>
<br/>
Available on our
<a style="color: #006BFF; text-decoration: none;">
Professional plan
</a>
and higher, the integration instantly creates and updates new contacts in HubSpot when a Calendly meeting is booked, adding a new meeting activity to a contact record.
<br/>
<br/>
When you connect Calendly to HubSpot, your sales reps will save time and close more deals, and your new contacts can be automatically sent into your marketing automations.
<br/>
<br/>
<a style="color: #006BFF; text-decoration: none;">
Watch this video
</a>
to learn more and see the Calendly + HubSpot integration in action.
<br/>
</td>
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<strong>
Learn More
</strong>
</span>
</a>
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<tr>
<td bgcolor="#ffffff" class="plr-15" style="padding: 30px 40px; border-color: #ececee; border-style: solid; border-width: 0 1px 1px;">
If you’d like to hear more about how to use Round Robin and other collaboration tools, check out this webinar with Donald Kelly, an entrepreneur and sales consultant.
<table border="0" cellpadding="0" cellspacing="0" width="100%">
<tbody>
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<b>
Tip of the Day: Additional Rules for your Availability
</b>
</td>
</tr>
<tr>
<td align="left" class="text" style="padding-bottom: 30px; color: #1a1a1a; font-family: Helvetica, Arial, sans-serif; font-size: 16px; line-height: 24px; min-width: auto !important;">
If you can't tell, I spend a lot (okay, too much) time reading tweets about Calendly. One of the most popular questions I see tweeted is about not getting overloaded with meetings.
<br/>
<br/>
In other words, how do I not get booked for too many meetings per day ("I had 11 yesterday!"), create buffers between meetings ("so I can eat some lunch, people!"), or don't discover a meeting at 7:00 a.m. (surprise!).
<br/>
<br/>
You can find all kinds of super-helpful settings to make your meeting life easier under "Additional rules for your availability" advanced settings.
</td>
</tr>
<tr>
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<strong>
Learn More
</strong>
</span>
</a>
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<tr>
<td bgcolor="#ffffff" class="plr-15" style="padding: 30px 40px; border-color: #ececee; border-style: solid; border-width: 0 1px 1px;">
If you’d like to hear more about how to use Round Robin and other collaboration tools, check out this webinar with Donald Kelly, an entrepreneur and sales consultant.F
<table border="0" cellpadding="0" cellspacing="0" width="100%">
<tbody>
<tr>
<td align="center" class="h2" style="padding-bottom: 10px; color: rgb(26, 26, 26); font-family: Helvetica, Arial, sans-serif; font-size: 32px; line-height: 40px; min-width: auto !important;">
<b>
Other Product Updates
</b>
</td>
</tr>
<tr>
<td align="left" class="text" style="padding-bottom: 15px; color: #1a1a1a; font-family: Helvetica, Arial, sans-serif; font-size: 16px; line-height: 24px; min-width: auto !important;">
<ul>
<li>
<strong>
Customize start-time increments for your Event Type:
</strong>
When choosing your start time in an Event Type, you can now pick custom start-time increments (e.g. five minutes, 10 minutes, etc.) to better match the duration of your meeting.
</li>
</ul>
<ul>
<li>
<strong>
Improved the calendar picker for when you're creating One-Off Meetings and Meeting Polls:
</strong>
<ul>
<li>
You'll no longer see the "No spots available" warning if there are no times in your schedule available.
</li>
<li>
Current time is now indicated on the calendar and past events and times are "grayed out," and the current day is more clearly highlighted.
</li>
<li>
When you change the duration of the slots you've picked, the previously selected slots are updated instead of removed from the calendar.
</li>
</ul>
</li>
</ul>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td bgcolor="#ffffff" class="plr-15" style="padding: 30px 40px; border-color: #ececee; border-style: solid; border-width: 0 1px 1px;">
If you’d like to hear more about how to use Round Robin and other collaboration tools, check out this webinar with Donald Kelly, an entrepreneur and sales consultant.
<table border="0" cellpadding="0" cellspacing="0" width="100%">
<tbody>
<tr>
<td align="center" class="h2" style="padding-bottom: 10px; color: rgb(26, 26, 26); font-family: Helvetica, Arial, sans-serif; font-size: 32px; line-height: 40px; min-width: auto !important;">
<b>
Additional Reading
</b>
</td>
</tr>
<tr>
<td align="left" class="text" style="padding-bottom: 20px; color: #1a1a1a; font-family: Helvetica, Arial, sans-serif; font-size: 16px; line-height: 24px; min-width: auto !important;">
<ul>
<li>
<a style="color: #006BFF; text-decoration: none;">
Customer story: Square's business-development manager Winta Habteslassie uses our Collective event types for team scheduling and more
</a>
</li>
<li>
<a style="color: #006BFF; text-decoration: none;">
Guide: How to Get the Most From Your Calendly Basic Account
</a>
</li>
</ul>
<br/>
Thanks for reading,
<br/>
<br/>
Jeff Hardison
<br/>
Head of Product Marketing
<br/>
Calendly
</td>
</tr>
</tbody>
</table>
</td>
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<!-- END Section 4 -->
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2 years, 6 months ago - product-feedback@calendly.com
Calendly Product Update - May 2022
See what you can do with our new Routing Forms feature! Hi Sarah, This is Jeff, head of product m...