Article Overview
This article goes over how to set up a connector for an individual's, Calendly, calendar link. After set up this link can then be utilized by reps to set appointments for the individual.
Note: *** This article follows the setting up Calendly article. If you have not done so yet, please set up your Calendly account before continuing with this article. ***
Process
Step 1. Obtain Calendly link
Now that you have set up Calendly, make sure to have the SalesRabbit web app open in one tab and Calendly set up in another.
Assuming you are using Calendly's free plan, you will need to click on the button within your active event "Copy Link."
S1P2: Enable link for SalesRabbit.
Open a new tab in your browser - paste the link into the URL bar and press "enter" on your keyboard. Then, copy the new link that populates.
*** If you proceed without doing so the Calendly link won't work in SalesRabbit ***
Step 2: Create a SalesRabbit Connector
Note: *** The following steps are only enabled for roles that have access to Settings. In most companies, that role must be either "Administrator" or "Owner." ***
S2P1: Access the page
Click the tab containing the SalesRabbit web app. Click "Settings" within the left hand menu. Choose "Connectors" within the middle "Sales" column.
S2P2: Add in the link and adjust the Connector's settings
Click the red "Get Started" button.
Adjust the following:
Connector type: Change to "Web Connect" - this will allow the Calendly site to be embedded in the app (whereas "App Connect" will route the link into a web browser).
Name: Clearly state the name of the user + "Calendar."
Ignore "Request Key Headers" and go down to URL.
URL: Paste the URL from Calendly.
Connected to Lead?: Choose "Optional."
Click "Save."
The Connector should appear similar as shown below:
Repeat the steps above to add everyone's calendar that needs to be added into SalesRabbit. Your page should appear similar to the screenshot shown below:
Video Examples: Accessing the Calendars in the SalesRabbit Mobile App