Calendly | Set Up: Connecting to SalesRabbit

Article Overview

This article demonstrates how to set up a Connector for a Calendly scheduling link. After set up, this link can then be utilized by SalesRabbit users in a workspace to set appointments for leads/individuals.

TIP: If you have not done so yet, please set up your Calendly account (Setting Up Calendly) before continuing with this article.

Part 1: Obtain a Calendly Link

Now that you have set up Calendly, make sure to have the SalesRabbit Web App open in one tab and a separate Calendly tab open as well. This part will demonstrate how to obtain a Calendly link. Assuming you are using Calendly's free plan, you will need to click on the button within your active event "Copy Link".

• From your Calendly account, navigate to "Scheduling" -> click the "Copy Link" button for the event you'd like to create as a connector.
• After copying the link, open a separate tab and navigate to the SalesRabbit Web App to set up your connector and proceed to Part 2.

Part 2: Create a SalesRabbit Connector

This part will demonstrate how to create a connector for your Calendly scheduling link from the SalesRabbit Web App. Once created, chosen users will have access to the scheduling link from the SalesRabbit Mobile App.

Note: only users whose role has the "Account Settings" permission enabled are able to perform the following steps. The Owner and Admin roles have this permission enabled by default.

• From the SalesRabbit Web App, navigate to "Settings" -> click "Connectors".

• From the Connectors page, click "Create New" (or "Get Started" if this is your first connector).

• Creating a Calendly Connector:
  • Connector Type:
    • Using the dropdown option, set to "Web Connect". This will allows the Calendly site to be embedded in the app, whereas "App Connect" will route the link into a web browser.
  • Name:
    • Provide a name for the connector. Ex: "(User)'s Scheduling Link"
  • URL: 
    • Past the copied Calendly URL into this space.
    • Optionally: Parameters can be added to the end of the pasted URL. Adding parameters will pull lead information from the SalesRabbit Lead directly onto the Calendly booking page, preventing the need for double entry.
      • The "?" symbol starts the parameters and "&" separates each parameter. Map the Calendly Field Name to the SalesRabbit Field Name by adding them at the end of your URL. Example of a URL with parameters is shown in the screenshot below.
        • "?calendlyfieldname={salesrabbitfieldname}&calendlyfieldname={salesrabbitfieldname}"
        • Ex: "?first_name={lead.firstName}&last_name={lead.lastName}"
      • A list of Calendly Field Names from Calendly's Help Center.
      • A list of SalesRabbit Field Names can be found by selecting the "Formatting Help" link on the connector page.
  • Connected to Lead?:
    • Set the dropdown to "Optional".
    • Making this change allows users to access the Calendly scheduling link from the Mobile App "Tools" section and directly from the SalesRabbit Lead Information Page.
  • Visibility:
    • Select the User(s) that will need mobile app access to the Calendly scheduling link.
  • Click "Save" once complete.

• If multiple calendars/scheduling links need to be set up, follow the same instructions as above.
• Existing Connectors can be edited/deleted by selecting the three dots icon from the Connectors home page.
• Additionally, the "On/Off" toggle allows admins to quickly disable or enable existing Connectors without deleting them.

Part 3: Testing Your Calendly Connector

This part will demonstrate how to test that a connector (with parameters) has been set up properly.

• From the SalesRabbit Web App, navigate to "Settings" -> click "Connectors".
• Select the "Edit" pencil icon for the connector you'd like to test.

• Copy the connectors URL (parameters included) -> paste the copied URL into a new/separate tab -> select "Enter".
• Proceed to the booking page. If the SalesRabbit field names are in the appropriate Calendly field, then you've set up your Calendly connector correctly!
  • Note: if lead information is appearing in the incorrect field, double check your parameters are set properly.

Pro Tips

• Video Examples: Accessing the Calendars in the SalesRabbit Mobile App

Next Article: Learn how to Schedule Appointments Using Your Calendly Connector