Managed OutboundIntegration · Scheduling & conversion
Calendly: Self-serve scheduling for SDRs, AEs, and inbound demo requests.
Calendly is the default scheduler for early-stage teams. We configure round-robin, qualification routing, and CRM sync so meetings land on the right calendar with full context.
What we operate
How our pod runs Calendly.
- Configure SDR and AE event types, durations, and buffer rules
- Build round-robin pools with weighting and capacity caps
- Route inbound demo requests by deal size and segment
- Sync booked meetings to the CRM with source and persona tags
Use cases
Where Calendly earns its place in the stack.
Inbound demo routing
Demo form fills hit a Calendly routing form that asks 2 qualifying questions, then sends qualified leads straight to the right AE.
Example workflows
Real Calendly plays we ship.
SDR-booked meeting handoff
- 01SDR sends a Calendly link tied to the target AE's round-robin
- 02Prospect books, Calendly fires a webhook
- 03CRM creates the Opportunity with source = managed-outbound
- 04Slack alert + briefing note to the AE
Best fit
Launch and Scale tier pods where speed-to-set-up beats deep routing logic.
Pairs well with
FAQ
Frequently asked questions
More integrations
Explore the rest of the stack.
Next step
Want to see Calendly run inside your stack?
90-day pilot, month-to-month after. No long contracts.