Glen
Nov 20, 2023
Now you can directly integrate Calendly and OnceHub to track all your appointments directly inside Optimate! Simply visit Settings > Integrations > Appointments, and connect Calendly and/or OnceHub to unlock the Appointments area.
Then, go to Appointments > Events to define which events should be treated as Sales calls, and voila!
NOTE: Only Account Owner roles are able to add or edit integrations, and Appointments are only available on Drive Sales plans or higher
Enjoy!