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Connect your Calendly account and a campaign’s Book meeting step can use your Calendly event types. The AI reads your free times, offers them in the chat, and sends the lead the Calendly link for the time they pick. Calendly is offered to every account except an agency’s client accounts: their calendars come from the agency’s CRM.

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Requirements

  • A Calendly account on Calendly Premium or higher.
  • At least one active event type in Calendly.

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Connect your account

  1. Go to Integrations. Calendly is in the Calendars group.
  2. Turn on its switch, then open Integrations → Calendly.
  3. Press Connect Calendly account. Calendly opens and asks you to allow access.
  4. Back in Whappy you see Calendly connected. Press Continue to integrations.
You never give Whappy your Calendly password: Calendly hands Whappy access once you allow it. If Calendly refuses or you cancel, Whappy says the connection failed; press Try again.

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Event types

Once connected, the page lists your active Calendly event types under Event types, each with its length and a View link to Calendly. Created or changed an event type in Calendly? Press Refresh.

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Use Calendly in a funnel

  1. In the campaign’s Funnel, add a Book meeting step.
  2. Under Meeting type, pick a Calendly event type. The list shows the active event types of every calendar you connected.
  3. Optionally fill Event description (what the meeting is about) and Ask message example (how the AI should propose the meeting).

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What the lead sees

  1. The AI proposes the meeting and offers free times from your Calendly availability, from one hour from now up to six days ahead.
  2. The lead picks a time.
  3. The AI sends the Calendly link for that time and asks the lead to confirm once they have booked it.
  4. When the lead confirms, the funnel moves to the next step.
The booking itself is made by the lead on Calendly. Whappy does not book in Calendly for them.

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Disconnect

Press Disconnect account at the bottom of the page and confirm. Book meeting steps that use Calendly stop working until you connect again.

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Troubleshooting

Connecting fails. Check that your Calendly plan is Premium or higher, then press Connect Calendly account again. An event type is missing. Only active event types are listed. Turn it on in Calendly, then press Refresh. The AI offers no free times. Check your availability in Calendly for the next six days. Need help? See the FAQ or contact support.