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Step 1

Navigate to the Integrations tab.

Step 2

Explore categories: “Conferencing”, “Calendar”, “Automation”, “CRM”, “Messaging”, and “Payment”. Click “Conferencing” to view options.
Example: You host client demos on Zoom—open “Conferencing” to connect Zoom so links are auto-added to meetings.

Step 3

In “Conferencing”, you’ll find FaceTime, Google Meet, MS Teams, and Zoom Video.

Step 4

In “Calendar”, available calendars include Apple Calendar, Google Calendar, and Outlook Calendar.
Example: If your main schedule lives in Google Calendar, connect it so Lunacal avoids double-booking.

Step 5

For Automation, Zapier is available.

Step 6

In “CRM”, you can integrate HubSpot CRM and Pipedrive CRM.
Example: After each meeting, push attendees into your CRM pipeline automatically to save manual data entry.

Step 7

In “Messaging”, WhatsApp is available.
Example: Send a quick WhatsApp confirmation for high-no-show meetings to reduce last-minute drop-offs.

Step 8

In the Payment category, you’ll see PayPal.

Step 9

To remove any application, go to “Installed Apps”, click the 3 dotes, then click “Disconnect” to uninstall.
Example: During testing, disconnect a sandbox Zoom app from “Installed Apps” so only your live Zoom stays connected.
Common mistakes to avoid
  • Connecting the wrong account (personal instead of work) under “Calendar” or “Conferencing”, which breaks availability or links.
  • Skipping required permissions during connect, leading to missing conference links or failed calendar sync.
  • Expecting double-booking protection without connecting your primary “Calendar”.
  • Removing an app only from the provider’s site and not clicking “Disconnect” in “Installed Apps”.
Good defaults to start with
  • Connect your main “Calendar” first; then add one preferred “Conferencing” app.
  • If you use a CRM, connect “HubSpot CRM” or “Pipedrive CRM” early so new meetings flow into your pipeline.
  • Add “Zapier” later for automations once basic scheduling works.
  • Keep only one active app per category to reduce conflicts.
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