How do I add Integrations?
CalendarHero is super flexible and built to connect intelligent, powerful meeting scheduling to your favorite apps! CalendarHero integrates with over 60+ applications, including your favourite calendar, contacts, file storage, chat platforms, email, video conferencing, meeting room providers, CRM, ATS, and customer experience platforms! To mention just a few ;)
CalendarHero is built with flexibility in mind so we're continually adding new integrations. Let us know if we are missing any you would like to see!
Add New Integrations
Whether you want to add Slack, Hubspot, Zoom.us, or Mailchimp - CalendarHero makes it easy with our Integration Directory. Most integrations take less than 5 minutes to add and require only a click or two to get set up!
- Individual users (on any plan) can add new integrations by logging into their account and heading to the Integration Directory Select a category or use the Search bar to find your favourite apps.
- Admins (on the Team plan) can add integrations on behalf of members of their organization from the Team Plan: Integration Directory This makes it easy to add 3rd party providers for all members in your Team plan.
- Admins (on the Team plan) can restrict which integrations can be added for their organization from the Team Admin Settings (Integrations tab). Scroll down for more info.
- Looking to build a custom integration or workflow? CalendarHero also offers an API and Extensions via Zapier, MS Flow and Workato.
- Managing Installed Integrations - Want to view and manage the integrations you have already added? Head to your " My Integrations" to view your installed Integrations and messengers and plugins.
Each Integration includes a legend representing the type of integration that it supports. For example:
Calendar integrations are a core integration required to CalendarHero. Your "Default" calendar will be used for scheduling your meetings (e.g. booked meetings will appear in this calendar). Other (non default) connected calendars will be used to check your availability only.
Contact integrations import your contacts so you can easily schedule meetings with them
Group integrations import your groups of users/contacts so that you can schedule meetings with a group
Video integrations can automatically add a video conference to your meetings when scheduling in CalendarHero
Room Booking integrations are used to reserve a conference room when you schedule a meeting
Plugins and extensions integrations allow you to use CalendarHero inside your inbox, browser, or Zapier
Payment collection integrations allows you to collect payment when a user schedules a meeting with you.
CRM integrations allow searching CRM information, pushing meeting information to relevant CRM objects, and add in CRM information to meeting briefings
ATS integrations allow you to synchronize candidates and push meeting information into your ATS
File integrations are used in Unified Search and Document Generation
FAQ / Knowledge Base integrations allow you to search the knowledge base in Unified Search and in chat
Team Admins: Restricting Integrations
By default Team plan members can add any integration available in their individual Integration Directory. If your organization would prefer to restrict access then the Team Admin can hide specific integrations.
To restrict access:
- Go to the Team Admin - Settings > Integrations tab (https://app.calendarhero.com/org/settings)
- To disable a specific integrations select "Some" and then deselect the integration from the list.
- "Click Save" to apply the changes.
- Restricting an integration will hide that integration from appearing in the members integration directory only. Other Team Admins can still enable corporate-wide integrations.
- If an integration was already added (before it was restricted) then it will still appear in a member's Installed Integration list. However the member will no longer see it in the Integration Directory.
- If there are no integrations available for team members, the category will show the message: "Integrations in this category have been disabled for your organization by your Team Plan Administrator".