Embed a Calendly booking link in every proposal
Calendly is the scheduling automation platform used by millions of professionals to eliminate back-and-forth meeting coordination. Adding a Calendly link to your Pitchsite proposals lets prospects book a discovery call or presentation while they're actively engaged — turning proposal reads into scheduled conversations.
A step-by-step look at how Calendly and Pitchsite work together.
Authenticate Pitchsite with Calendly via OAuth. Your event types (discovery call, proposal walk-through, kick-off) sync to Pitchsite.
Add a "Book a call" section to your Pitchsite proposal with your Calendly scheduling widget embedded inline — prospects book without leaving the proposal page.
New prospect proposals show your "Discovery Call" Calendly event; signed proposals show your "Kick-off Call" event — the right conversation at the right time.
When a prospect books via the Calendly embed on your proposal, Pitchsite logs the booking as a deal activity and sends a personalised confirmation message.
Configure Calendly to trigger a Pitchsite proposal creation after a discovery call is completed — the proposal goes out within 24 hours of the call, automatically.
Real ways agencies use Calendly and Pitchsite together.
Prospects who read a proposal are 5× more likely to book if given the option in the moment. Embedded Calendly in Pitchsite captures that intent before it evaporates.
The moment a proposal is signed, Calendly makes it easy to book the kick-off call without a separate email thread — keeping momentum from "yes" to "started" at maximum speed.
Discovery call ends → Calendly marks it complete → Pitchsite auto-generates the proposal → sent within the hour. A sales process that runs itself.
Proposals that go quiet for 7 days automatically get a follow-up email with a Calendly link: "Happy to walk you through it — book 15 minutes here." Reactivate cold deals with minimal effort.
Why agencies connect Calendly to Pitchsite.
Embed a Calendly booking link in every proposal
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Calendly's routing forms can qualify prospects before they book, sending them to the right team member based on their answers — all within the embedded proposal experience.
Yes. Embed a Calendly team event type that round-robins across your sales team — prospects get the next available rep, proposals get addressed faster.
Yes. Calendly event descriptions can include the proposal name and a link, so whoever takes the meeting has full context before the call.
Calendly sends automatic reminders and follow-up emails. You can also configure Pitchsite to send a re-engagement message to no-show prospects from a scheduled call.
Other tools that work well alongside Calendly + Pitchsite.