Sales Conversion Rates Now Available With Appts From Calendly & Oncehub!

Sales Conversion Rates Now Available With Appts From Calendly & Oncehub!

Glen

Nov 20, 2023

Opdates

Purple Flower
Purple Flower
Purple Flower

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!

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