Connecting Calendly

This guide connects your Calendly account to Revve so your agents can check real availability, book meetings, and suggest alternative slots when a caller’s preferred time is taken. You’ll install the app, create at least one scheduling profile, and know where to attach it on the agent side. You need the Manage Settings permission to install apps. For how the Apps page works in general, see the integrations overview.

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Step 1: Install the Calendly app

Go to Settings → Apps, find the Calendly card, and click Install. You land on the Calendly Integration Setup page (“Connect Revve AI with your Calendly account to enable appointment scheduling”), which previews what the connection unlocks under What you’ll get:

• Check Availability — AI agents can check your Calendly availability in real-time.
• Book Appointments — automatically book meetings on your Calendly calendar.
• Near-Slot Suggestions — when a time is unavailable, suggest alternative slots.

Click Connect Calendly. You’re redirected to Calendly to log in, review the requested permissions, and approve them. Calendly then returns you to Revve automatically, landing on the Calendly management page. The connection belongs to your team, and a team can connect multiple Calendly accounts. If different reps book on different Calendly accounts, repeat the install for each one and give each its own profile in the next step.

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Step 2: Create a scheduling profile

A profile is what agents actually point at: one connected account plus one booking configuration (event type, length, tracking). Open Settings → Apps → Calendly → Details to reach Calendly Profiles (“Manage your Calendly scheduling profiles”). Profiles are listed on the left with a New Profile button; the form for the selected profile is on the right: Click Save. To remove a profile, use the trash icon (a confirmation dialog protects against slips). Deleting the last profile leaves a fresh blank one to fill in.

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Route each lead to its owner’s calendar

If contacts should book with their assigned rep rather than a shared calendar, enable the Contact Scheduling Link Override toggle (“When enabled, uses a contact field to override the default scheduling link”). Pick a Scheduling Link Field — a contact field that holds each contact’s personal Calendly link (you can create a new field inline). At booking time the agent uses the link stored on the contact instead of the profile’s event type, so the Event Type and Event Length fields disappear from the form. The trade-off: the override only works for contacts whose field is populated. Keep a second, non-override profile as the shared fallback for everyone else.

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Tracking Parameters and Pre-fill Questions

Two collapsible sections handle attribution and forms:

• Tracking Parameters — UTM Campaign / Source / Medium / Content / Term and Salesforce UUID, stamped onto every booking. Values can be static tags (e.g. outbound_q1) or contact variables like {{companyName}} for your Calendly reporting.
• Pre-fill Questions — answers for the event type’s custom questions, filled automatically at booking time (e.g. pre-fill “Phone number” with {{phoneNumber}}). If you use the scheduling-link override’s manual question editor, the question text must match the event type configuration in Calendly exactly — a typo means the answer is silently skipped.

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Step 3: Point your agents at the profile

The agent-side wiring lives on Scheduling and booking; the short version:

• Chat agents — enable Schedule Meeting in Advanced Settings (or add a Schedule Meeting flow node) and pick this Calendly profile in the Calendar App selector.
• Voice agents — add the Check Availability and Book Appointment tool presets and pick the profile in each tool’s Calendar selector. For a complete build, follow the appointment-booking voice agent guide.
• SMS booking links — a Calendly-only voice tool can text the caller your scheduling link instead of booking live on the call.

When an agent books a meeting, it’s created in Calendly (your event type’s own settings control invites and meeting links), recorded on the Revve contact, and can optionally auto-enroll the contact into a follow-up campaign.

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What’s Next