How to Integrate Flowlu With Calendly

Calendly is a modern meeting scheduling platform that allows you to schedule different kind of events quickly and efficiently.

Set up the integration of your Flowlu account with Calendly and automatically convert data on scheduled meetings from Calendy into Flowlu events and opportunities.

As soon as the client schedules a meeting on Calendly, it sends this data to Flowlu. The system will automatically create a new event, opportunity and contact / company based on the data received from the client’s response.

Note: your Calendly account must be on Standard plan or higher in order to set up the integration.

How to Set Up Integration with Calendly

To create an integration, you need to configure both the Flowlu account and the Calendly account.

Stage 1. Install the Calendly app

1. Click your profile picture in the top right corner of your Flowlu screen and select Apps in the dropdown menu. Scroll down to Integrations section, select the Calendly app and click Install.

2. Click Connect Calendly

3. In the next window set the name for your Calendly token. Do not close this page, as we will get back to it after a new token is created in your Calendly account.

Stage 2. Generate a new token for the integration

1. Select Integrations & apps in the left menu of your Calendly dashboard.

2. Search for API and webhooks

3. Under Personal access tokens, click Get a token now

4. In the window that opens, specify the name for your token and click Create Token

5. After you verify the creation of a new token, click Copy token and switch back to your Flowlu account

6. Paste the token into the Token field and click "Check token" in order to get data about users and all event types in Calendly.

You'll need CRM module access rights in order to use it with Calendly. Please keep this in mind when setting up the integration.

Step 3. Configuring the integration

After verification, a new section with the Calendly username and all user's available event types will be displayed. Do not forget to link the Flowlu user with the Calendly user, otherwise Calendly user will be considered inactive. This means that the events of this user will not be created in the calendar, as well as Opportunities, Contacts/Companies.

If event types are unchecked, the system will not take them into account so that Calendar Events, Opportunities, Contacts and Companies will not be created for them.

For each of the selected event types, there are sections for configuring field mapping for an Opportunity, Contact and Organization. They are necessary for the system to identify what data from the scheduled meeting needs to be imported into certain fields of an Opportunity, Contact or Company.

Select a sales pipeline, source, and default tags for each Opportunity. These will be automatically added to Opportunities created from Calendly meetings.

The name of an Opportunity is not required. If an Opportunity does not have a name, but some of its fields are specified, then an Opportunity will be named as Event Type. The rest of the fields can be left blank (not selected). In this case, a Contact or a Company will not be created.

After all the settings are configured, click the Save button.

Congratulations! You have successfully set up the integration with Calendly and can automatically create Events, Opportunities and Contacts/Organizations for scheduled events from your Calendly account. 

Permissions

There are two levels of access rights for integration with Calendly: 

• Administrator
• Access Denied

Access rights can be set up in the module settings in the "Apps" section or by clicking the gear button. Only module administrators can set up this integration. 

All opportunities created from Calendly will be displayed in accordance with access rights in the CRM module, not the Calendly integration module.