Integrations

Bookings (Cal.com and Calendly)

Mark leads Booked automatically when they book a meeting.

A booking click shows intent, but only a confirmed booking marks a lead Booked. Connect your booking tool so Echo knows. Bookings are matched to leads by the attendee's email.

Cal.com

  1. In Settings, Integrations, click Create webhook on the Cal.com card.
  2. Echo shows a Subscriber URL and a secret once.
  3. In Cal.com, go to Settings, Developer, Webhooks, add a webhook with that URL and secret, and enable Booking created and Booking rescheduled.

Calendly

  1. In Calendly, create a personal access token (Integrations, API and webhooks).
  2. Paste it on Echo's Calendly card and click Check and connect. Echo creates the webhook for you.

Calendly webhooks need a paid Calendly plan (Standard or higher).

Set Booking link in Settings, Workspace. Designs use it as {{booking_url}}. Clicks on it count as booking clicks in the heat score and timeline.

Something unclear or missing? Email support@relevanceai.io and we will fix the page.