1) Add Calendly Tools in Alta
Go to Settings → Tools
Click Add Tool
Select Calendly
You will see two tool types:
Calendly — Book a Meeting
Calendly — Check Availability
Start by selecting Book a Meeting
2) Generate Your Calendly API Token
You will need a Personal Access Token from Calendly.
Log in to your Calendly account
Go to Integrations & Apps
Search for API & Webhooks
Click Generate New Token
Name the token (e.g. “Alta Integration”)
⚠️ Important: You will not be able to view this token again. Save it securely.
3) Configure the “Book a Meeting” Tool in Alta
Paste your Calendly booking link
(e.g.https://calendly.com/yourname/...)Paste your API token
Set your Default Time Zone
(Optional) Rename the tool
e.g.Sharon – Calendly Book MeetingClick Save Configuration
4) Repeat for “Check Availability”
Add a new tool → Select Calendly – Check Availability
Use the same API token
Use the same time zone
Give it a recognizable name
e.g.Sharon – Calendly Check AvailabilityClick Save Configuration
5. Final Step: Assign the Tools to Calls
After setting up both tools, go to the Call Configuration area and make sure to select these Calendly tools so Alex can use them for checking availability and booking meetings during calls.
⚠️ Limitations
Only available for paid Calendly accounts.