Great, Isaac, is there a way we can hook up Zapier to calendly into high-level?
Notified 2 people
Isaac Klausnser
Chris
- If you mean. Calendly to Highlevel through Zapier. Yes, it's possible.
Notified 2 people
Chris Zelig
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?
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?
Notified 2 people
Chris Zelig
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.
Notified 2 people
Chris Zelig
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.
Notified 2 people
Isaac Klausnser
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"
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.
Notified 2 people
Ivonne Ackerman
Thanks
Isaac
! Yes please implement It’s called “Marketing Strategy Session BTL”
/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.:
https://medstarmedia.com/btlsession/
Booked - this will be automatically added
Canceled - the lead will move to this if they cancel
Consult Provided - I will move this manually.
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.
DONE
All leads that will come through this zap will have a tag - "zoom and date"