Hello,
I want to connect Calendly to Close.io.
I have a dozen sales reps with whom prospects will make appointments. The aim is for them to be able to make an appointment with the one who has a slot available the fastest.
How do I do this?
Do I need one Calendly per sales rep? If so, how can I direct them to the one who is the first available?
Thank you for your help.
Question
Calendly and Close.io
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Hey
Looks like Close.io has a native Calendly integration which makes this much easier. You can find plenty of info on how to set it up here: https://help.close.com/docs/calendly
You would need a Calendly account (on a teams or enterprise account) for each sales rep as that will allow you to setup Round Robin meetings. Round Robin helps your invitee get a meeting faster and ensures equal distribution across your sales reps. You can learn more about Round Robin meetings here: https://help.calendly.com/hc/en-us/articles/223146327-Distribute-events-round-robin-to-team-members
Hope this helps!
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