SETUP REQUIRED: If this is your first zap in Coworks, please stop and make sure you've completed the necessary setup steps here. Once you get to section 2, please skip those steps and start here.
See our pre-made Zapier template for this example ready for you here.
Example Zap: Add Calendly meeting invites (for tours) to the CRM as new leads.
You may want to have new leads first book an appointment for a tour before being added to your CRM. With this Zap, it's simple. When a new invitee is created in Calendly, this integration will automatically add them as as lead in your Coworks account.
If you're familar with Zapier we've already created a template for this available here. If you want to learn how the zap is setup please continue reading. The template is already setup using the action/trigger described below.
Breakdown of the Zap
App 1: Calendly
Trigger: Invitee Created
This trigger will fire every time someone books a meeting with you on your calendly calendar.
App 2: Coworks
Action: Create Lead
This action will create new Coworks leads in your CRM using the information gathered in your Calendly scheduler.
Summary: When X (New Member Created) in Coworks, do Y (Add Subscriber) in Mailchimp
How to set up the Zap
Log in to Zapier
Click on "+ Create Zap" to make a new Zap.
Click on the "Trigger" step. In the modal that appears, select "Calendly" as the app, and then set the "Event" to "Invite Created"
4. Choose your calendly scope and choose which calendly link you want to subscribe to (this would be your 'tour link')
5. In the action step, connect your Coworks account, then use the name and email from the calendly step to populate your Coworks lead. Choose your campus to populate to as well. You may have more data depending on the fields you've created in your calendly step (ie phone number, company name etc.)
After you're finished customizing the new coworks lead, go ahead and save the Zap and give it a test.
Once successful, turn on your zap and watch your Calendly invitees get populated to the CRM every time you schedule a tour!
Happy Coworking!