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

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!

Start selling
with OptimateAI

Start selling with OptimateAI

Start selling with OptimateAI