What Is Calendly?
Calendly is a simple, easy-to-use, yet powerful scheduling software, which save you time, accelerate sales, and improve service quality. It eliminates the need to use email and phone calls to schedule appointments, interviews, demos, etc. It allows hot prospects to connect right away, and ensures staff don’t lose them to phone and email tags. It’s more efficient and simplified compared to traditional appoint scheduling solutions, and it makes it easy for users to setup, use, and manage scheduling of appointments and more.
To get started, simply visit the Calendly website and click the signup button. Enter your preferred email address and click the Get Started button. It’s best to complete this first as you will need these details later.
NOTE: You will need an ActiveCampaign account (any plan level) and a Calendly account (Premium or Pro) to complete the setup. Calendly does come with a 14 day free trial.
Connect your Calendly account to ActiveCampaign
With ActiveCampaign’s Calendly integration, you can connect your Calendly account to your ActiveCampaign account quickly and easily. Doing so will add and update contacts within ActiveCampaign whenever a meeting is booked in Calendly. To connect Calendly to ActiveCampaign, follow the steps below.
- Log on to your ActiveCampaign account. In the bottom left corner, in the menu, click the app icon.
- In the top right corner of the app window, use the search field to search for Calendly. Alternatively, you can scroll down until you find the Calendly icon.
- Click the Calendly icon to start connecting ActiveCampaign and Calendly.
Click on the Connect Account button.
Sign in to your Calendly account.
If you don’t have a Calendly account you can sign up for one here.
Type in your Calendly password.
You will be directed back to your Calendly page in your ActiveCampaign account. All of the Calendly meeting types you set up in your Calendly account will be listed here. In the next section, you’ll add a Calendly meeting type to your ActiveCampaign account.
Add Calendly meetings to ActiveCampaign
When you choose the meeting type you’d like to add to ActiveCampaign you’ll be directed to a page where you will map the fields in your calendar invite to any relevant fields in ActiveCampaign. This is so when someone fills in their information in Calendly, it’s sent and stored in ActiveCampaign in the correct locations and the data is consistent.
Once you’ve mapped the fields, click the Save button in the top right corner.
Once you have mapped the fields from Calendly to ActiveCampaign, you’ll be able to see which meeting type is now active.
Viewing Calendly Prospects In ActiveCampaign
Once someone has completed a Calendly form, their information will be synced from Calendly to ActiveCampaign. When they complete this process specific tags will be added to their account depending on how you’ve set up you account. In Hey Hermes’ instance, the “calendly-integration” and “calendly-integration-30-minute-meeting” tags were added.
To view all prospects that have gone through your Calendly process and have been added to ActiveCampaign, simply go to the Contacts section of your ActiveCampaign account and use the search option near the top right of the page.
You can also select any account and view those tags specifically to make sure they account has been tagged correctly.
By following the steps above, you should have no problems connecting your Calendly account to ActiveCampaign. Once your leads or prospects are in your ActiveCampaign instance, you’ll be able to send them through nurturing, welcome, and followup automations. This will move them from a cold prospect, to warm lead, to hot lead, and finally to new customer.
If you need a hand setting this up, feel free to get in touch with Hey Hermes or subscribe today.