Calendly Integration Update

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Calendly Integration Update

As of May 6, 2024, ActiveCampaign has implemented a significant update to the Calendly Integration, which is now available for all plans using both Calendly and ActiveCampaign. This enhancement allows users to map critical data from Calendly appointments into ActiveCampaign, extending beyond just contacts. It includes the ability to incorporate deals, accounts, and private custom objects, enhancing your capability to provide more personalized 1:1 experiences at scale.

How to Access the Calendly Integration

To access the Calendly integration, you first need to ensure that you have an active account with both Calendly and ActiveCampaign. You can connect your accounts to utilize the integration features effectively.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Navigate to the Integrations section from the main menu. 3. Look for Calendly in the list of integrations. Click on it to begin the setup process. 4. Follow the on-screen instructions to connect your Calendly account with ActiveCampaign. You may need to authenticate your Calendly account by logging in. 5. After the connection is established, you will be prompted to map your data. You can choose which data points from your Calendly appointments you want to bring into ActiveCampaign, such as:

  - Deals
  - Accounts
  - Private custom objects

6. Once the mapping is done, save your settings to complete the integration.

Configuration Options and Settings

Within the Calendly Integration, you will encounter several configuration options that enhance your experience:

- Data Mapping: Choose which data to map from Calendly to ActiveCampaign, including contacts, deals, and accounts. - Custom Objects: Leverage private custom objects to streamline your workflows and enhance personalization. - Notifications: Configure how you wish to receive notifications regarding appointments made through Calendly.

Best Practices and Tips

To make the most of the updated Calendly Integration, consider these best practices:

- Regularly review and update your data mappings to ensure that they align with your business processes and goals. - Utilize the custom objects feature to cater to unique business needs and workflows. - Make sure to test the integration after initial setup to confirm all data is being captured accurately.

Troubleshooting

If you encounter issues while setting up or using the Calendly Integration, try the following troubleshooting tips:

- Ensure that your Calendly account is active and properly set up. - Re-authenticate your Calendly account in ActiveCampaign if you experience connection issues. - Check your data mappings to ensure they align with your intended use. - Examine the settings in both ActiveCampaign and Calendly for any discrepancies.

FAQ

Q1: What new features are available in the updated Calendly integration? A1: The updated integration allows users to map data beyond contacts, including deals, accounts, and private custom objects.

Q2: Is the Calendly integration available for all ActiveCampaign plans? A2: Yes, the integration update is available for all ActiveCampaign plans.

Q3: How do I connect my Calendly account to ActiveCampaign? A3: You can connect your account by navigating to the Integrations section in ActiveCampaign, finding Calendly, and following the prompts to authenticate and map your data.

Q4: Can I customize the fields that sync from Calendly to ActiveCampaign? A4: Yes, you can customize which data points, including deals and custom objects, are synced between Calendly and ActiveCampaign.

Q5: What should I do if the integration is not working as expected? A5: Check your account settings, ensure that both accounts are properly authenticated, and review your data mappings for any errors.

Q6: Are there any limitations to the data that can be mapped? A6: While most useful data can be mapped, specific limitations may apply based on your account settings and the configurations chosen.

Q7: Where can I find more detailed instructions on connecting Calendly to my ActiveCampaign account? A7: You can view further instructions by visiting the additional resources section.

Additional Resources

• How to connect Calendly to your ActiveCampaign account [1]

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