Calendly is the leading scheduling automation platform, used by over 20 million people to eliminate the email back-and-forth of meeting coordination. For sales and revenue teams, it is an essential tool in the SDR and AE workflow — allowing prospects to self-schedule discovery calls, demos, and follow-up meetings from a personalised booking link, removing friction from the inbound response process.
Product Overview
Calendly's core value for RevOps is meeting conversion: research consistently shows that responding to an inbound lead with a Calendly link reduces time-to-meeting dramatically compared to email coordination. Its routing logic — which can qualify prospects with questions before showing available slots, then route to the right rep based on territory, company size, or ownership — allows marketing and sales teams to automate the inbound handoff without manual SDR involvement. Calendly's CRM integrations create contacts, activities, and pipeline entries automatically when a meeting is booked — ensuring no meeting falls through the cracks and attribution data is captured cleanly. Its round-robin scheduling distributes inbound meetings evenly across available reps, making it the backbone of most inbound SDR workflows.
Key Features
- Booking Links: Personalised scheduling pages showing real-time availability — share a link and let prospects book instantly without email coordination.
- Routing Forms: Qualify prospects with questions before showing availability — route to the right rep, team, or meeting type based on answers.
- Round-Robin Scheduling: Distribute inbound meetings evenly across available reps — with priority weighting and ownership-based routing options.
- CRM Integration: Automatically create contacts, log activities, and update pipeline records in Salesforce and HubSpot when meetings are booked.
- Workflows & Reminders: Automated email and SMS reminders before meetings — with follow-up sequences triggered after meeting completion.
Best For
Sales and marketing teams running inbound programmes who want to eliminate scheduling friction, automate meeting routing, and ensure every booked meeting is logged accurately in the CRM.
Pricing
Free (1 event type, unlimited bookings). Standard: $10/user/month. Teams: $16/user/month. Enterprise: custom.
Key Integrations
Salesforce, HubSpot, Google Calendar, Outlook, Zoom, Microsoft Teams, Slack, Stripe, Zapier, Marketo
Pros
- Eliminates scheduling friction — dramatically reduces time-to-meeting for inbound leads
- Routing forms automate inbound qualification and rep assignment
- CRM integrations ensure no meeting is unlogged and attribution is clean
- Generous free tier gives meaningful value before any payment
Cons
- Advanced routing and CRM integrations require Teams or Enterprise plan
- Limited customisation of booking page design on lower tiers
- Not suitable for complex enterprise scheduling workflows without Enterprise tier
