Calendly is a well-known and -used scheduling app for SaaS companies.
journy.io therefore decided to offer a basic integration to get Calendly scheduling events, for the purpose of making B2B conditions to identify product-qualified or marketing-qualified leads.
Example: You could choose an account condition, where at least 50% of the account's users have scheduled a training (through Calendly)....and send all users a training discount email through MailChimp, while adding a follow-up task on company level in HubSpot.
How to connect Calendly
IMPORTANT NOTICE: Connecting a FREE Calendly account will not work, as Calendly blocks all API access. So you'll need at least a paying Calendly account.
Go to your connections menu and click the 'Connect' button under the Calendly logo:
Log into your Calendly account and accept permissions:
You'll see that Calendly is now connected, on top of your connections screen:
Calendly General settings
If you go to the 'Connections' menu and click on 'Settings' on the Calendly panel, you'll see the general 'Connection' Tab
Here are the different settings:
Source: When set, indicated whether Calendly can be used as source.
Name: Set/Edit a name for the connection.
Calendly source settings
In the source settings you can choose to:
Create contact if none exists: If set, create user in journy.io when a new contact schedules a Calendly meeting.
Two new journy.io events 'Meeting created' and 'Meeting canceled' will be created and added to the journy.io users when respectfully user has scheduled or canceled a Calendly meeting.
At any time, you can check the Calendly↔journy.io logs when something unexpected happen.