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Documentation Index

Fetch the complete documentation index at: https://docs.salesfrank.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

With the Calendly integration, Frank can book appointments in your Calendly calendar directly during a call – no manual follow-up needed. The lead automatically receives an appointment confirmation by email, and you’ll see the appointment immediately in your Calendly dashboard.

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Requirements

  • An active Calendly account (Professional or Team plan recommended for API access)
  • A configured Calendly event type (e.g. “30-Minute Initial Call”)
  • A SalesFrank campaign with a configured agent

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Step by Step

1

Generate a Calendly API Token

Log in to Calendly and navigate to Integrations → API & Webhooks → Personal Access Tokens. Create a new token and copy it – you’ll need it for setup in SalesFrank.
📸 Screenshot: Calendly – “API & Webhooks → Personal Access Tokens” section with the button to create a new token – insert image here.
2

Select your event type

Make sure you have created an event type in Calendly that Frank should use for bookings (e.g. “Demo Call”, “Initial Consultation”). Note the URL of the event type.
3

Connect Calendly in SalesFrank

Open your campaign in SalesFrank → Call-to-Action tab → Calendar Integration section. Select Calendly as the calendar type and enter your API token. SalesFrank will then automatically load your available event types.
📸 Screenshot: SalesFrank – “Call-to-Action” tab with the Calendly input section and API token field – insert image here.
4

Assign event type

Select the desired event type from the list. Frank will use this type for all appointment bookings in this campaign.
📸 Screenshot: Dropdown to select the Calendly event type after successful connection – insert image here.
5

Update your agent prompt

Tell Frank in the prompt when to book an appointment. Example:
When the lead shows interest and asks about next steps,
offer an appointment: "I can book a quick call directly for you – 
do you prefer mornings or afternoons?"
Then book the appointment directly via the calendar.
6

Test the integration

Use the Talk to Assistant feature and run a test conversation where you book an appointment. Then check in Calendly if the appointment was created correctly.
📸 Screenshot: Calendly dashboard with a test appointment successfully booked by Frank – insert image here.
🎬 Video: Full walkthrough of the Calendly integration – from API token to the first booked appointment – insert video link here.

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Frequently Asked Questions

Can Frank mention available times? Yes – Frank has access to the currently available slots in your Calendly and can offer the lead specific options and book them. What happens if no slot is available? Frank informs the lead that no free appointment is currently available, and asks for an alternative contact time for a manual callback. Does SalesFrank support Calendly Teams? Yes, team event types are supported. You can configure round-robin or fixed assignments.

Set up Cal.com

Alternative: Connect open-source calendar Cal.com.

Integrations Overview

All connectable tools at a glance.