Calendar Integration

The Calendar Integration feature in Sales Connector enhances efficiency by providing deeper insights into each campaign's success. Organizing meetings can be challenging, but with the system's capability to monitor calendar interactions, users gain clarity on who is scheduling meetings and who isn’t. Nonetheless, this empowers a user to strategize follow-ups more effectively.

• How To Integrate A Calendar
• Sending A Calendar Link
• Calendars Pipeline

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How Does It Work?

How To Integrate A Calendar

1. From the hamburger menu, click on Integrations

2. Click on Connect New Calendar

3. Insert a short calendar ID and click on Validate. This will create a new url, so keep the calendar ID as one word (usually first and last name work well here)

4. Select your calendar platform

5. Proceed with next steps - These are unique integration prompts based on the calendar platform selected

Sending A Calendar Link

The quickest and easiest way to send a calendar link w to a contact is via a Response Message.

1. Copy the Book Timer URL

2. From the hamburger menu, click on Response Messages

3. Paste the Book Timer URL into a new Response Message - The URL should end with {ContactID}

Feature Attributes

From your inbox, you can filter conversations to:

• Calendar Sent
• Calendar Viewed
• Calendar Booked

For a more detailed view, including timestamps when a contact viewed the calendar and/or booked the meeting, click on the Calendar Events icon.

Calendars Pipeline

The pipelines feature provides an alternate way to view all your conversations labeled as Calendar Sent, Calendar Viewed or Calendar Booked.

1. From your dashboard, click on Pipelines

2. Click on the dropdown to select Calendars Pipeline

FAQ

If I integrate my calendar, what additional data will I have access to?

After integrating a calendar, all users can see both "Calendar Sent" and "Calendar Viewed". Additionally, for platforms like Calendly, Book Like A Boss, GoHighLevel, OnceHub, and YouCanBook.Me, users will have visibility into "Calendar Booked".

My calendar is integrated but doesn't appear to be tracking engagement - How do I troubleshoot this?

For calendar engagement to be recorded, it is imperative that the Book Timer URL is being sent to contacts. The proper URL will end with {ContactID}. This is the most common mistake when using the calendar integration feature.

Related Topics

• Email Integration
• Phone Integration
• Pipelines
• Response Messages

For more information, contact your Admin or Account Manager.