Pipedrive 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 locations 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 mean by this, is things beyond simply Calendly appointments however things that are happening possibly in your personal life or other conferences 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 properly. 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.

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

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available.

And lastly, we can choose a different color. This is extremely helpful if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Pipedrive Calendly Integration 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very first locations 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 include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely 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 important than you believe. You’re gon na wan na put the name of your service or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media 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 return to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s proceed to the events themselves and how can you establish several occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, the majority of individuals are using Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Meeting 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 meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you select, you might have some extra choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have booked the visit. If somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. 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 say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps a few of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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 different URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.

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