Medstar Team

Direct Strategy Session Page

Assigned to
Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A.
Notes
Details coming soon. 

Comments & Events

Chris Zelig, Medstar
Ivonne Ackerman, Medstar Ivonne Please place the Strategy Session text here so Isaac can see.
Isaac Klausnser, Medstar Isaac - Isaac make the page this URL:

/btlsession 

we do not need an image above just a Headline, Text explainer and please embed this link:

https://calendly.com/medstar/btl

https://watch.screencastify.com/v/JrVq9znYRJaDBd66U7eg


Also, remove the floating blue calendly icon from this page that says schedule a strategy session at the bottom from this particular page.:
Chris Zelig, Medstar
Great, Isaac, is there a way we can hook up Zapier to calendly into high-level?
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - If you mean. Calendly to Highlevel through Zapier. Yes, it's possible.
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac - I authorized calendar in Zapier, see if you can get access to it. If someone makes a calendar appointment what can you do to identify them? Can we tag them? Many people will be filling out the raffle and then seeing the link to book so what is the best way to add them to high-level so we can track their progress?

Chris Zelig, Medstar
Fyi - I sent up a email trigger that I do not want to use so I can save the Zap. I do not want to setup all calendars to this. Only in this particular BTL calendar do I have an option to do one calendar? Or do I have to do them all?
Chris Zelig, Medstar
Is there a way I can you as a developer user to my calendly without giving you my chris@medstarmedia.com login which will give you trouble logging in? I tried adding you as a user but it wanted to charge me. 
Chris Zelig, Medstar
If we have to use all calendars that is fine. We can create a pipeline called Calendly Appointments and put them all there with a few pipeline stages

Booked - this will be automatically added 
Canceled - the lead will move to this if they cancel
Consult Provided - I will move this manually. 
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris

Only in this particular BTL calendar do I have an option to do one calendar?

I'm not seeing any option to select a specific calendar in their app in Zapier but I will check if it's possible to do this through a webhook.

We can create a pipeline called Calendly Appointments 

DONE

All leads that will come through this zap will have a tag - "zoom and date"


Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - I was able to figure out a way to only connect a specific calendar to the GHL. Do you want me to go ahead and implement it? If yes. Please confirm the exact calendar name you have set in your Calendlly account for this.
Ivonne Ackerman, Medstar
Thanks Isaac Klausnser, Medstar Isaac ! Yes please implement It’s called “Marketing Strategy Session BTL” 
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Thank you. I have now updated the zap.
Ivonne Ackerman, Medstar Thank you!
Chris Zelig, Medstar
Chris Zelig completed this to-do.