you want to learn about Calendly and how it integrates with SalesRabbit? I’m totally with you! This is a super helpful tool for streamlining your workflow and making sure you’re never double-booked!
Calendly Integration: A Closer Look
So Calendly is basically this amazing event scheduling software that takes the headache out of coordinating meetings.
Instead of endless back-and-forth emails you just share a special link with your coworkers.
They click it choose a time that works for them and bam! It’s added to both of your calendars automatically.
Calendly even sends out reminders so you don’t forget!
Why Use Calendly With SalesRabbit?
Now you might be wondering why this matters for SalesRabbit.
SalesRabbit is an awesome app for managing field sales teams.
It’s got all sorts of cool features like lead generation territory mapping and even sales team reporting.
The magic happens when you combine these two! You can use Calendly to schedule appointments for your SalesRabbit reps which makes managing their schedules a breeze.
Think about it – instead of manually coordinating every meeting your reps can now schedule appointments directly through SalesRabbit and the information automatically gets added to their calendars.
It’s like magic!
Setting Up the Integration: A Step-by-Step Guide
Ready to give it a try? Here’s how you can set up your SalesRabbit and Calendly integration:
Step 1: Getting Started with Calendly
First things first you need to set up your Calendly account.
Head over to their website https://calendly.com/ and create an account.
It’s really easy and you can even try out the free plan!
Step 2: Setting Up Calendly
Now let’s get Calendly ready for integration.
Ready to ditch the scheduling hassle and get your SalesRabbit team on the same page? 💪 Get the Calendly integration now and streamline your scheduling
Here’s a quick rundown:
- Event Types: On the free plan Calendly will automatically disable two of your “Event Types” after 30 days. To avoid this you’ll need to disable two of the three “Event Types” yourself. This way you ensure that Calendly doesn’t shut off the Event Type you’re actually using.
Step 3: Creating Your SalesRabbit Connector
Time to connect SalesRabbit to Calendly! Here’s what you do:
- Open both Apps: Have both SalesRabbit and Calendly open in separate tabs of your browser.
- Get the Link: You’ll need to grab the unique link for your active event in Calendly. Look for a “Copy Link” button within your event settings.
- Make the Link SalesRabbit-Friendly: This is a super important step! Copy the link you just got from Calendly open a new tab in your browser and paste it into the address bar. Hit “Enter” to load the link. Now copy the new link that pops up – this modified link is the one you’ll use in SalesRabbit.
- Access Settings: In SalesRabbit click “Settings” from the left-hand menu then choose “Connectors” from the “Sales” column.
- Add the Connector: Click “Get Started” to start adding your Calendly connector.
- Customize Your Connector:
- Connector Type: Choose “Web Connect”.
- Name: Give your connector a descriptive name like ” Calendar”.
- Ignore “Request Key Headers”: You can leave this unchecked.
- URL: Paste the modified Calendly link you copied earlier.
- Connected to Lead?: Choose “Optional.”
- Save Your Changes: Hit “Save.” You should now see your newly created connector!
Step 4: Repeat for Everyone
Now you need to repeat these steps for every person whose calendar you want to integrate with SalesRabbit.
This way everyone’s appointments will be managed through the app.
Benefits of Calendly Integration
now you’ve got the integration up and running.
Let’s talk about why this is a must:
Ready to ditch the scheduling hassle and get your SalesRabbit team on the same page? 💪 Get the Calendly integration now and streamline your scheduling
- Faster Scheduling: No more back and forth emails for scheduling. Your team can book appointments right through SalesRabbit saving everyone a ton of time.
- Improved Team Coordination: With everyone’s calendars connected you can keep track of everyone’s schedules in one central location which makes coordinating team efforts much easier.
- Automated Reminders: Never miss an appointment again! Calendly sends automatic reminders to everyone involved so you can focus on what matters.
What to Do Next
So you’ve got the basics covered.
Now you might want to explore some of the advanced features of Calendly like creating custom appointment types adding buffers between appointments and even setting up routing rules to automatically assign appointments based on specific criteria.
And if you’re feeling ambitious you can dive deeper into SalesRabbit and learn about other awesome integrations.
Ready to ditch the scheduling hassle and get your SalesRabbit team on the same page? 💪 Get the Calendly integration now and streamline your scheduling
It’s all about finding the right tools to make your sales process super efficient and effective!