About Calendly: Calendly is a (free) tool that simplifies the process of bookings meetings on your calendar https://calendly.com/
The Coworks+Calendly integration allows you to seamlessly blend the power of the Coworks CRM with the ease of use of Calendly scheduling. With this integration, you can easily sync calendly appointments to your Coworks CRM and calendar for tour requests.
Connecting Calendly
Obtain your Access Token
This integration requires use of a Personal Access Token in Calendly. To find that token follow these steps:
Login to Calendly
Click on Integrations & Apps in left-hand menu
3. Search for API & Webhooks in the integrations list
4. Go to "personal access tokens" and generate a new token. Store this token for use in the following steps
Connecting To Coworks
Go to the Coworks integration tab and find the Calendly integration. Click Connect
Copy your Personal Access Token from the previous step
Enabling Tour Form
Go to your website form settings located here.
2. Update your tour request form settings to enable calendly
3. Paste in the url of your calendly meeting link that you want to use
(Optional) Enable "Create Booking" to create bookings in your Coworks calendar for tour requests
4. Click save at the bottom of the page.
Embed Integration
Once you've completed the above, whenever a lead goes to your tour request form, they will automatically be navigated to your calendly page after filling out the initial form details.
After the lead fills out the tour form and schedules a meeting, they will be added to the CRM as a lead. That lead will have their "Tour Status" set to true with the date of their scheduled tour.
You can also view upcoming yours in your Coworks Calendar
