Round-robin team bookings, SMS and email reminders, two-way sync with Google Workspace and Microsoft 365.
Calendly is the most common subscription Connect Zero CRM customers retire in the first month. The booking calendar is built into the platform, lives on the contact record, fires reminders on the cadence you set, and routes round-robin across the team. Embed the booking widget on any page, share the link in an email signature, paste it in an SMS. The booking lands on the contact, the reminder fires automatically, the team's calendar shows it inline.
Round-robin assignment, two-step reminders fired automatically
The booking pattern most small teams run is: customer emails asking for a time, owner replies with three options, customer picks one, owner adds the booking to their calendar, sends a calendar invite, hopes the customer accepts. Five emails for a fifteen-minute call. The math gets worse when the team grows past one rep and the round-robin logic gets held in a shared mailbox.
The booking widget replaces the five emails with one link. The customer clicks the link, sees the team's real availability, picks a slot, the booking confirms instantly. The team's calendar fills automatically. The reminder cadence fires on its own. The owner stops being the integration layer between their calendar and their customer's day.
The default reminder cadence ships with every calendar. Adjust the wording or the timing per calendar; the shape is the same.
SMS + email at the moment of booking. ICS attachment for the customer's calendar.
+0 minSMS + email 24 hours before the appointment. Includes the booking time, location, and reschedule link.
-24 hrsSMS only. Short message, address, parking note if relevant.
-60 minIf marked no-show, fires the recovery workflow. If completed, fires the review request after a 2-day wait.
post-apptSolo calendar for the owner or a single rep. The simplest shape. Most calendars start here.
Distribute new bookings across the team automatically. Skip team members with full diaries. Even out the load over the week.
Multi-host meetings (sales rep + tech rep, sales + account manager). Only show slots when both team members are available.
Group sessions with a capacity limit. Studios, workshops, group consultations. Bookings stop when the class fills.
Google Workspace and Microsoft 365 sync both ways. Block slots when the rep has other meetings; show new bookings on the team's existing calendars.
Drop the widget on any page (in-CRM or third-party), or share a public link. The booking lands on the contact and the deal either way.
Booking confirmed, booking cancelled, booking rescheduled, no-show, appointment completed. Each one is a workflow trigger. The most common patterns: booking confirmed fires the welcome SMS, no-show fires a re-book SMS within ten minutes, appointment completed fires the review request after a 2-day wait. The trigger catalogue lives on /crm/workflows/.
Pricing details and current plan options are on the pricing page.
Booking link shared via SMS or email from the inbox. Customer books without leaving the thread.
WorkflowsEvery booking event is a trigger. Welcome SMS, prep email, no-show recovery, review request.
SitesEmbed the booking widget on any in-CRM landing page or third-party site.
PipelinesBooking confirmed moves the deal to the right stage automatically.
ReportingBooking utilisation per rep, no-show rate, time-from-lead-to-booking.
FAQCommon questions about calendar setup, timezone handling, and migration from Calendly.
Connect Google or Microsoft 365 in thirty seconds, configure the booking flow, drop the embed code on your site. Most teams have bookings flowing in within an hour.
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