Connecting your calendar (e.g., Google Calendar, Outlook) to your scheduling tool (e.g., Calendly, ChiliCal, HubSpot) is a critical step in the Scale IR onboarding process.
Calendar Integration is Essential for Several Reasons:
- Enables Appointment Booking: Scale IR cannot book appointments until this connection is established. This integration allows our team to view your availability in real-time and schedule meetings directly into your calendar.
- Facilitates Real-Time Data Flow: Calendar connectivity enables the flow of real-time setter activity. This means that as our team schedules meetings, those updates are immediately reflected in your systems, providing you with an accurate and up-to-date view of your schedule.
- Avoids Scheduling Conflicts: By syncing your calendar, Scale IR can avoid double-booking or scheduling meetings during times when you are unavailable. This minimizes confusion and ensures a smooth scheduling process.
- Accurate Availability: Connecting your calendar ensures that your most current availability is reflected in your scheduling tool, including any personal or internal meetings.
How to Connect A Calendar to Your Scheduling Tool
HubSpot
1. Access HubSpot Settings:In your HubSpot account, click the settings settings icon in the top navigation bar.
2. Navigate to Calendar:In the left sidebar menu, go to General and then select Calendar.
3. Connect Your Calendar:Click the "Connect your calendar" button to initiate the connection process.
4. Choose Your Calendar:You will be prompted to select your calendar provider, such as Google Calendar, Office 365, or Exchange.
5. Follow On-Screen Instructions:Follow the instructions provided by HubSpot to authorize access to your calendar, which may involve signing into your calendar account and granting permissions.
6. Enable Meeting Scheduling Pages: After connecting your calendar, make sure the "Meeting Scheduling Pages" checkbox is selected to enable meeting scheduling based on your calendar availability.
ChiliCal
1. Install the ChiliCal Co-Pilot extension:If you're using Chrome, install the extension from the Chrome Web Store. If you're using Outlook, install the Outlook Add-in.
2. Connect your calendar:Once the extension is installed, you'll be prompted to connect your calendar (Google, Outlook, etc.) to ChiliCal.
3. Access ChiliCal from your email or calendar:You can now access ChiliCal's features directly from your email or calendar, such as inserting suggested times or accessing the scheduler.
Helpful Tips:
- Use ChiliCommand: ChiliCommand (e.g., Command/Ctrl + M) allows you to access ChiliCal's tools from any webpage or email composer.
- Use ChiliCal's Co-Pilot: When creating an event in Google Calendar, you'll find ChiliCal options at the bottom where you can include the prospect's email and start the booking process.
Calendly
- Access Calendar Settings:Go to your Calendly account and navigate to the Calendar settings page.
2. Connect Your Calendar:
- Google Calendar: If you've signed up with a Google email, your calendar is likely already connected. If not, you can connect it by clicking "+ Connect Calendar Account" and selecting Google Calendar.
- Office 365 or Outlook.com: Follow similar steps to connect your Office 365 or Outlook.com calendar.
- Exchange Calendar: You'll need to sign in to your Exchange account and provide the necessary information.
3. Choose How Calendly Uses Your Calendar:
- Check for Conflicts: Decide whether Calendly should check your connected calendar for availability and potential conflicts.
- Calendar to Add Events To: Select the calendar where Calendly should add scheduled meeting events.