INTEGRATIONS NEEDED FOR CALENDLY CONNECTION

Drip

You are currently viewing this content for Drip

Below, you will find the options for building your Calendly Connection tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

Step 1: Please select an Event Type

In the drop-down, select the Event Type you would like to connect this tool with.

Step 2:(toggle) Would you like to create a new contact if a contact record doesn't already exist?

Switch the toggle over to "yes" if you would like to create a new person if a person doesn't already exist. Switching the toggle over to "yes", you will see some options appear. They are pre-populated with the default First Name & Last Name fields for Drip.

Select fields where you would like to store information when an event is registered for.
​
If you do not have a field created already, you can create a field by typing the name of the desired field in the field selector and hitting the “Add…. ”.

Step 3: Save the start date and time in the following field:

Select the field that you would like PlusThis to store the Calendly event start date and time for on the person record.

Step 4: Save the pretty event start date and time in the following field

If you would like to store a "pretty" version of the start date and time, select the field that you would like PlusThis to store the pretty start date and time for on the person record.
"Pretty" event start dates are provided by Calendly and look like this: 12:00 pm - Wednesday, March 14, 2018

Step 5: Save the end date and time in the following field:

Select the field that you would like PlusThis to store the Calendly event end date and time for on the person record.

Step 6: Which tag(s) would you like to apply?

Select the tag that you would like PlusThis to apply to the person record.
​
If you do not have a tag created already, you can create a tag by typing the name of the desired tag in the tag selector and the hitting "Add.... ".

Select fields where/if you would like to store information when an event gets rescheduled.

Step 7: Update the original contact record if the contact information is different? (toggle)

This toggle will be set to "yes" by default, however, if you do not want to update the original contact record if the person enters different information into the reschedule form - just switch the toggle over to "no".

Step 8: Save the reschedule reason in the following field

If you would like to save the reschedule reason in a field then select that field here.

Step 9: Save the rescheduled start date and time in the following field

Select the field that you would like PlusThis to store the rescheduled Calendly event's start date and time for on the person record.

Step 10: Save the rescheduled end date and time in the following field

Select the field that you would like PlusThis to store the rescheduled Calendly event end date and time for on the person record.

Step 11: Which tag(s) would you like to apply?

Select the tag that you would like PlusThis to apply to the person record.

Select fields where/if you would like to store information when an event gets cancelled.

Step 12: Save the cancel reason in the following field:

If you would like to save the reschedule reason in a field then select that field here.

Step 13: Save the date and time canceled in the following field:

Select the field that you would like PlusThis to store when the Calendly event was cancelled.

Step 14: Which tag(s) would you like to apply?

Select the tag that you would like PlusThis to apply to the person record.

Select fields where/if you would like to store additional information from Calendly to your Drip.

Step 15: Save the customer's phone number

If you would like to save the phone number provided through Calendly (must have Calendly Pro account), select that field here.

Step 16: Save the Calendly Contact Owner in the following field

Select the field that you would like PlusThis to store the Calendly Contact Owner in.

Step 17: Save the event name in the following field

Select the field that you would like PlusThis to store the Calendly Event Name in.

Step 18: Save the event duration in the following field

Select the field that you would like PlusThis to store the event duration in.

Step 19: Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.

Calendly

Port important data to Drip when a contact schedules an appointment through Calendly.

Step 1: This tool does not require any implementation to run it. It will run automatically when a contact schedules an event in your Calendly application. Best practice is to use the tag you applied in the 6th step of configuration to start automation after this tool has run.