Imagine this: you’re a sales leader and you’ve just implemented a fantastic new system to boost your sales team’s efficiency.

Now you’re looking for ways to make their lives even easier and you’re thinking – wouldn’t it be amazing if you could seamlessly integrate your team’s calendars right into your SalesRabbit platform?

Well good news! You can! This is where the Calendly integration comes in a must for managing appointments and boosting your sales team’s productivity.

It’s all about streamlining your workflow and with Calendly you can say goodbye to the days of endless back-and-forth emails when scheduling meetings.

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Unlocking the Power of Calendly Integration with SalesRabbit

Calendly’s integration with SalesRabbit is a powerful tool for sales teams allowing you to assign appointments directly to your closers without ever leaving the SalesRabbit platform.

What Does Calendly Integration Do?

Calendly integration acts as a bridge between SalesRabbit and your team’s Calendly accounts.

It’s like giving your team a superpowered scheduling tool that lets them manage appointments with just a few clicks.

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Think of it as an elegant solution for:

Centralized Appointment Management: You can manage all your sales appointments in one place making it easy to track assign and update schedules.
Streamlining the Setter-Closer Model: If you work with a setter-closer sales model this integration is a lifesaver. Your setters can easily schedule appointments with potential clients and then seamlessly assign those appointments to closers ensuring a smooth handover.
Reduced Email Overload: Calendly automatically sends meeting reminders to all participants eliminating the need for manual reminders and saving your team valuable time.

What Data Transfers to Calendly?

The data transferred from SalesRabbit to Calendly is all about scheduling appointments efficiently.

Here’s what’s involved:

Appointment Details: The integration ensures all the essential information about the appointment is transferred including the date time location and any relevant notes.
Contact Information: The client’s contact information is included so everyone involved has access to what they need to communicate effectively.
SalesRabbit Lead Information: For seamless integration relevant information from the SalesRabbit lead is included like buyer scores and homeowner details giving your closers context for the appointment.

Setting Up the Calendly Integration: A Step-by-Step Guide

Ready to unlock the power of this integration? It’s surprisingly easy to set up and once you’re done you’ll wonder how you ever lived without it.

Step 1: Creating Your Calendly Account (if you don’t have one already)

If you’re not already using Calendly head over to their website (https://calendly.com/) and sign up for a free account.

It’s straightforward and doesn’t require any complicated steps.

Step 2: Setting Up Your Calendly Event Types

Think about the types of appointments you’ll be scheduling: Do you need separate event types for initial consultations follow-up meetings or product demonstrations? Create specific event types for each to ensure smooth scheduling.
Consider Calendly’s free plan limitations: If you’re on the free plan remember that you can only have three active “Event Types” at a time. Calendly will automatically disable two of your event types after 30 days. To prevent this disable the two Event Types you’ll be using the least so the one you need remains active.

Step 3: Connecting Your Calendly Account to SalesRabbit

Now let’s link your Calendly account to your SalesRabbit platform.

Open Your SalesRabbit Web App: Make sure you’ve got your SalesRabbit web app open in one browser tab.
Grab Your Calendly Link: In a separate browser tab open your Calendly account. For each person whose calendar you want to integrate click on the “Copy Link” button within the active event.
Paste the Calendly Link into SalesRabbit: In your SalesRabbit tab navigate to “Settings” in the left-hand menu. Click on “Connectors” in the “Sales” column.
Click “Get Started”
Add the Calendly Link: Under the “Connector type” section choose “Web Connect.” Give your connector a clear name such as “John Smith Calendar.” Leave “Request Key Headers” unchecked. Paste the Calendly link into the “URL” field. Under “Connected to Lead” choose “Optional.”
Save Your Settings: Click “Save.”
Repeat for All Calendars: Repeat these steps for each person whose calendar you want to connect to SalesRabbit.

Step 4: Using Your Calendly Integration

You’re now ready to schedule appointments within SalesRabbit! Here’s how it works:

Navigate to the Lead Profile: Open the profile of the lead you want to schedule an appointment with.
Click on “Appointments” and Choose a Time Slot: You’ll see your connected Calendly calendar with available time slots for each person you’ve integrated. Pick the time that works best for you.
Confirm the Appointment: Once you’ve chosen a time the appointment will be added to both your calendar and the calendar of the person you assigned it to. An automatic reminder will be sent to all participants ensuring everyone is on the same page.

Troubleshooting and Tips

Here are some common issues you might encounter and how to address them:

The Calendly Link Doesn’t Work: Make sure you’ve followed the steps above carefully particularly ensuring the Calendly link is properly enabled for SalesRabbit.
The Calendly Integration Isn’t Working: Double-check your settings in both Calendly and SalesRabbit to ensure everything is connected correctly.
The Calendly Connector Doesn’t Show Up: If you’re still having trouble reach out to SalesRabbit support for assistance. They can help you troubleshoot the issue and get your integration working seamlessly.

Maximizing Your Calendly Integration: Advanced Strategies

Now that you’ve mastered the basics here are some advanced tips to take your Calendly integration to the next level:

Customize Your Event Types: Create custom event types to cater to different appointment types. For example you could have an “Initial Consultation” event type a “Follow-Up Meeting” event type and a “Product Demo” event type. This helps streamline your scheduling process and keeps everything organized.
Use the “Buffer Time” Feature: Add buffer time to your event types to allow for travel time or any unexpected delays. This helps prevent scheduling conflicts and ensures everyone arrives on time.
Leverage Calendly’s Automation Features: Take advantage of Calendly’s built-in automation features such as automated scheduling reminders and cancellation notifications. This saves you time and effort allowing you to focus on other essential tasks.
Integrate with Other Tools: Calendly integrates with a wide range of popular business tools such as Zoom Google Meet and Slack. By connecting these tools you can create a streamlined workflow that seamlessly handles your scheduling video conferencing and communication needs.

Elevate Your Sales Team’s Efficiency with Calendly Integration

By integrating Calendly with your SalesRabbit platform you’re investing in a more efficient streamlined and professional sales process.

The benefits are numerous: