Hubspot And Calendly Integration 2022

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

And what I indicate by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.

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

Let’s state create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the alternative that you select, you might have some extra options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can select this option, my guest must call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually 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 save that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting too.

And last but not least, we can select a various color. This is really helpful if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

Hubspot And Calendly Integration 2022

We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 add one or more calendar accounts.

And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.

Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you pick, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps a few of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.

Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of