Calendly Integration With Hubspot Crm 2022

We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one conference.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting.

And finally, we can choose a different color. This is really valuable if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Calendly Integration With Hubspot Crm 2022

We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your nice profile image here together with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 occasions currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available.

And finally, we can select a various color. This is very helpful if you have multiple events, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of