Calendly integration Round Robin events

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Calendly integration - Round Robin events

Introduction

The Calendly integration - Round Robin events feature in ActiveCampaign optimizes scheduling for sales teams by flexibly distributing meetings among multiple hosts. This feature is particularly beneficial for teams looking to manage their availability efficiently and ensure an equitable distribution of meetings. The integration is only available for users with Owner and Admin account types in Calendly, ensuring that only authorized personnel can connect Round Robin event types to ActiveCampaign.

How to Access This Feature

To access the Round Robin events feature integrated with ActiveCampaign: 1. You must have an active Calendly account with Owner or Admin user permissions. 2. Ensure your ActiveCampaign account is appropriately configured to enable integrations with other applications.

Step-by-Step Instructions

Follow these steps to set up the Calendly integration for Round Robin events:

1. **Log in** to your ActiveCampaign account. 2. Go to the **Apps** section from your dashboard. 3. **Search** for Calendly in the Apps library. 4. Click on the **Calendly integration** option. 5. Follow the prompts to **connect** your Calendly account. Be sure to use an Owner or Admin account to connect to an event type that is set up for Round Robin events. This step is vital for the successful integration and ensures that all events are sent from Calendly to ActiveCampaign. 6. **Map fields** as necessary to ensure that event data syncs correctly between Calendly and ActiveCampaign.

Once you've completed these steps, your Round Robin events should be integrated and ready for use.

Configuration Options and Settings

During the setup of the Calendly Round Robin events, you will encounter several configuration options:

- **Event Types**: Select the specific event types you want to connect from Calendly. - **Field Mapping**: Ensure all relevant fields from Calendly are correctly mapped to corresponding fields in ActiveCampaign.

Proper configuration ensures the seamless functioning of the integration and the effective management of events.

Best Practices and Tips

- Always use an account with Owner or Admin permissions when setting up the integration to avoid permission-related issues. - Regularly check your connection to ensure events are being captured accurately. - If you face issues with missing events, consider disconnecting and reconnecting your Calendly account to refresh the integration. - Utilize the Round Robin feature to maximize availability and ensure meetings are evenly distributed among team members.

Troubleshooting

If you experience difficulties, such as not receiving all events from Calendly: 1. Disconnect your Calendly account from ActiveCampaign. 2. Reconnect it and ensure you are setting up the integration with an Owner or Admin account. 3. Make sure to complete the Setup and Map fields process again to re-subscribe to the Round Robin event type.

Ensure that all connection steps have been executed properly to avoid disruptions.

FAQ

• What are Round Robin events?

 Round Robin events allow automatic distribution of meetings among available hosts, optimizing scheduling for teams.

• Who can set up the Calendly integration?

 Only users with Owner and Admin permissions in Calendly can connect Round Robin event types to ActiveCampaign.

• Can I use other event types besides Round Robin?

 The integration discussed here specifically focuses on Round Robin event types. Other types may have separate settings or articles.

• What if I’m not receiving all events?

 You may need to check your connection settings or re-establish the integration by disconnecting and reconnecting your Calendly account.

• Are there any prerequisites for using this integration?

 Yes, you must have an active Calendly account with Owner or Admin permissions and an active ActiveCampaign account.

• How do I know if my events are syncing correctly?

 Monitor the events in ActiveCampaign after integration and check for discrepancies with your Calendly events.

• Is there any way to contact support for this integration?

 Yes, you can reach out to ActiveCampaign support for assistance with any integration issues.

For further reading, you can view additional resources or help articles on the ActiveCampaign website. ```