DocsConnect your dataCalendly

Connect Calendly

Synchronize active Calendly event types so assistants can explain the right meeting option and check availability for a requested date range.

DMtoLead product view

Current UI

Booking links

Connect Calendly

Synchronize active Calendly event types so assistants can explain the right meeting option and check availability for a requested date range.

Calendly

Event types · synchronized

Connected

Active event types6

AvailabilityLive

Booking methodCalendly

AVAILABLE TO

Customer-facing AI

Match intentCheck datesShare right flowTrack event type

Code-rendered product view based on the current DMtoLead interface. Example data only.

Calendar or Calendly?

Use Google Calendar when the assistant should create a confirmed event. Use Calendly when your existing event types, routing and booking page should remain the source of truth.

What Calendly adds

Event-type context

Synchronize active event names, descriptions, durations and scheduling URLs.

Availability checks

The assistant can query a requested start and end date range before recommending the relevant flow.

Correct booking path

Guide each customer to the event type that matches their intent instead of sending one generic calendar link.

Connect Calendly

1
Authorize Calendly
Add Calendly in Training → Knowledge and complete OAuth for the user or organization that owns the event types.
2
Review synchronized event types
Check name, duration, active state and scheduling link. Disable obsolete event types in Calendly itself.
3
Teach selection rules
Tell the assistant which event type fits sales, onboarding, support or a specific service.
4
Test ambiguous intent
Ask for a meeting without specifying the purpose. The assistant should clarify before choosing a link.