Set up your Default workspace
Update user information
Set availability
Add calendar(s)
Pick a conferencing provider
Manage user access & mapping
members
to the right integrations (e.g., Salesforce, HubSpot, Outreach) to enable seamless referencing within workflows.members
must be mapped to their respective integration in order to referencing in workflows - e.g assigning a meeting to a record owner id from your CRM.UTM mapping
Field mapping
First name
Last name
Email
Phone
Company
Title
Website