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Calendly Integration

Documentation about how to enable and leverage the Calendly Integration in your Hatz account.

Updated over 2 weeks ago

💡Beta Features must be enabled in the tenant in order to access the Calendly Beta Integration. Please reference How to Enable Beta Integrations for assistance.

Leverage Calendly Integration with Hatz AI: Features and Tools Guide

The integration of Calendly and Hatz AI enhances your ability to efficiently manage scheduling, appointments, and meeting-related tasks. By combining powerful scheduling functionality with the capabilities of Hatz AI, users can automate, optimize, and personalize their scheduling operations.

This guide outlines the key features and tools provided by the Calendly integration with Hatz AI.

What is the Calendly Tool?

The Calendly tool enables users to integrate their Calendly scheduling platform with Hatz AI. Through this integration, users can manage events, automate scheduling workflows, and optimize meeting availability while leveraging predictive and generative AI capabilities.

How Can Users Gain Access?

Each user on the Hatz platform is required to connect their individual Calendly account through the secure integration setup detailed below, following Calendly's authentication process.

It’s important to note that the Hatz Calendly integration will never exceed the access levels granted to the user within Calendly, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

How to Connect the Calendly Integration:

  1. Login to the customer dashboard view

  2. Click the "Workspace" Tab

  3. Click "Integrations"

  4. Click "Add an Integration"

  5. Find Calendly, click "Add"

  6. Click "Connect with Calendly"

  7. You may be promoted to login to Calendly - If you are already logged in on the browser it may connect automatically

Features of the Calendly Integration Tool

1. User Management

  • Retrieve comprehensive details of Calendly users, including the current authenticated user.

  • Automate and streamline processes for managing account-related information.

2. Event Management

  • Retrieve details of scheduled events by specific identifiers.

  • Automatically manage and update event information based on user needs.

  • Cancel existing events by providing a reason and notify invitees when needed.

  • Permanently delete scheduled event data for privacy compliance (enterprise users).

3. Invitee Management

  • Retrieve detailed information about invitees of events.

  • Mark invitees as "No-Show" for specified events.

  • Reverse "No-Show" status with ease.

  • Delete invitee data for privacy compliance, ensuring data protection and adhering to regulatory requirements.

4. Scheduling and Links

  • Create single-use scheduling links for one-time bookings, expiring after a specified number of uses.

  • Generate customized sharing links for event types with specific parameter overrides such as duration, availability, and location, without altering the base event type.

  • Create one-off event types for unique, ad-hoc meetings.

5. Availability Management

  • Fetch and analyze detailed user availability schedules.

  • Retrieve available time slots for specific event types within a chosen time range.

  • Access and analyze busy times for users to optimize scheduling workflows.

6. Webhook Subscriptions

  • Create webhook subscriptions to receive notifications for specified events within an organization or user scope.

  • Retrieve and manage existing webhook subscriptions.

  • Delete webhook subscriptions to stop event notifications.

7. Group and Organization Management

  • Manage groups:

    • Retrieve details of groups and their relationships.

    • View and manage group memberships and roles.

  • Manage organizations:

    • Invite users to organizations.

    • Revoke pending invitations and remove user memberships.

8. Routing Forms

  • Retrieve and manage routing forms, which serve as questionnaires to direct invitees to correct booking pages or external URLs.

Why Use the Calendly Integration with Hatz AI?

With the combined power of Calendly and Hatz AI, users can:

  • Streamline Scheduling Operations: Automate tasks like creating scheduling links or managing invitees, reducing manual input.

  • Enhance Meeting Productivity: Predict and resolve scheduling conflicts using AI-powered insights.

  • Personalize Invitee Interactions: Tailor invitation experiences with customized parameters and shareable links.

  • Comply with Privacy Standards: Manage user and invitee data securely and ensure compliance with privacy laws.

  • Automate Event Insights: Extract, analyze, and act on event data using interconnected automation.

Real-Life Use Cases

Scenario 1: Efficient Scheduling for Sales Demos

Using Hatz AI's integration with Calendly, a sales team can generate single-use scheduling links for potential clients. These links allow clients to book demo meetings based on real-time availability, and the process is simplified with auto-generated reminders.

Scenario 2: Managing No-Shows

Instead of manually keeping track of invitees, the system can use the "Mark No-Show" feature to flag invitees who fail to attend meetings. Follow-up workflows for rescheduling can be automated with Hatz AI.

Scenario 3: Privacy-Centric Data Management

An enterprise organization can automate invitee data deletion from past events to comply with data protection standards, ensuring all privacy concerns are addressed efficiently.

By integrating Calendly with Hatz AI, managing appointments and meetings becomes a streamlined, data-driven process that minimizes administrative burdens while enhancing productivity.

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