Connect Calendly

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Connect Calendly to your ActiveCampaign Account

The integration of Calendly with your ActiveCampaign account provides seamless synchronization of contact information and event data whenever meetings are booked via Calendly. This feature is essential for enhancing customer interactions and automating your marketing efforts, as it allows you to compile a comprehensive understanding of your contacts' engagement.

This article will guide you through the significance of connecting Calendly, the steps to access and set up the integration, configurations available, tips for best usage, troubleshooting, and answers to commonly asked questions.

What is the Connect Calendly feature and why does it matter?

The Connect Calendly feature enables you to sync contacts along with their meeting information directly to your ActiveCampaign account whenever they book an appointment through Calendly. This capability ensures that you are equipped to manage customer relationships effectively, automate workflows based on meeting attendance, and personalize your communications. The integration supports the following ActiveCampaign plans: Plus, Pro, and Enterprise.

This is a straightforward way to utilize Calendly's scheduling capabilities while leveraging ActiveCampaign's marketing automation tools, ensuring that every meeting request is automatically logged and relevant data is available for future campaigns.

How to Access the Connect Calendly Feature

To access the Connect Calendly feature, navigate to the Apps section of your ActiveCampaign account. Here’s how to get started:

1. Log into your ActiveCampaign account. 2. Click on Apps located on the lower left menu. 3. Search for Calendly in the applications list. 4. Click on the Calendly option to open the connection settings.

Step-by-Step Instructions for Connecting Calendly

Follow these steps to successfully connect your Calendly account to ActiveCampaign:

1. In your ActiveCampaign account, access the Apps menu.
2. Search for Calendly.
3. Click on the Calendly option to open it.
4. On the Calendly app page, click the Add an Account button located at the top right.
5. A modal window will appear. Click the Connect button.
6. The page will reload and prompt you to log into your Calendly account.
7. After logging in, click the Connect to Calendly button.
8. You will redirect back to the Calendly apps page in ActiveCampaign, where a modal window will appear.
9. Click the Continue button.
10. Select an event from the Select Event dropdown. You can only choose one event type at this stage.
11. Click the Continue button.
12. Required: Map the email address field in the Calendly column to the email address field in the ActiveCampaign column.
13. Optional: If mapping any additional fields, use the dropdowns to complete this accordingly for standard objects (Contacts, Deals, Accounts).
14. Click the Finish button.

You will see a confirmation message indicating that your settings have been saved, and the Calendly integration will display on the 'Connected Apps' page.

Configuration Options and Settings

In the context of the Connect Calendly feature, the following configurations are available for optimal use:

• **Event Object**: Each contact will have a Calendly Event Object associated with their record that includes fields like event type, date and time, location, event details, and status.

• **Tags Management**: The integration automatically adds tags to contacts such as calendly-integration and calendly-integration-[youreventname].

• **Automation Triggers**: Includes two main triggers:

 * Calendly Meeting Created: Triggers when a new meeting is arranged.
 * Calendly Meeting Updated: Triggers when an existing meeting is canceled or rescheduled.

Best Practices and Tips

To maximize the efficacy of the Calendly integration, consider the following best practices:

• Ensure that only required fields are mapped from Calendly to avoid duplications or erroneous data.
• Regularly monitor the form submission logs to identify any failed submissions and adjust settings as needed.
• Utilize the automation triggers effectively to engage with contacts immediately after meetings are created or rescheduled.
• Customize email campaigns using fields from the Calendly Event Object for personalized communication.

Troubleshooting Section

If you encounter issues while using the Calendly integration, consider the following steps:

• Ensure that Calendly and ActiveCampaign accounts are correctly linked—re-check the connection if data does not appear in ActiveCampaign.
• Review the form submission logs to determine if there are any failed submissions or mapping issues.
• For tags not appearing as expected, verify the correct syncing of Calendly data under the connected apps in ActiveCampaign.
• If you need to change mapped fields, remember that updates won't affect previously submitted data but will take effect for future submissions.

Related Features

This integration offers connections that enhance engagement and automation in ActiveCampaign, including:

• Automations: Create workflows that utilize the data pulled from your Calendly integration.
• Tags: Manage the tags that are automatically assigned to contacts synced from Calendly.

Frequently Asked Questions (FAQ)

1. What types of events can I sync with my ActiveCampaign account?

You can sync one event type at a time, and it includes various meeting formats like Round Robin, Group, One-to-One, and Collective events.

1. Does this integration create new contacts in ActiveCampaign?

No, the integration does not create new contacts. It updates existing contacts with event-related information.

1. Can I disconnect my Calendly account from ActiveCampaign later?

Yes, you can disconnect your Calendly account, but this action will stop all data transfers, although previously synced data will remain in ActiveCampaign.

1. Is there historical data syncing available?

No, the integration does not allow the syncing of historical data from Calendly to ActiveCampaign.

1. Can I personalize emails using data from the Calendly integration?

Yes, you can use fields from the Calendly Event Object to personalize emails sent from automations.

1. Are there any limitations on the design of my ActiveCampaign account due to this integration?

The integration does not limit the design capabilities of your ActiveCampaign account; it simply provides additional data entries based on Calendly events.

1. What steps do I follow to view logs of form submissions?

Navigate to the Calendly app page in ActiveCampaign, and click the View logs button to review successful and failed submissions.

By following this guide, you can effectively integrate Calendly with your ActiveCampaign account to automate and enhance your customer interaction management. ```