Calendly helps you schedule meetings without endless back-and-forth emails.
Professional or higher Calendly subscription is required for the integration. API key from Basic and Essentials plans will generate a warning in the lower-left corner.
This integration between Autoklose and Calendly will allow you to insert your Calendly link into your Autoklose email campaign from within Autoklose Email Campaign, step 4: "Customize E-mail Sequence."
Perhaps, more importantly, it will stop the Autoklose email follow-up for those prospects who eventually book a time slot on your calendar.
However, bear in mind that if a prospect clicks on the link and books your Calendly time slot with a different email compared to the one used inside your Autoklose Email Campaign, that prospect will not be removed from the follow-up email sequence. The email addresses have to match – the one they use to book a slot on your Calendly and the one that is inside your campaign have to be identical.
To set up the integration, please follow these steps:
- Navigate to Calendly Integrations & Apps page, and on "API and connectors" tab click the "API and webhooks" button. In the "Personal access tokens" section, click on the "Get a token now" button, confirm and give it a name. Copy the token and close this page. Switch to Autoklose.
- In Autoklose, go to Integrations -> Calendly – or click here.
- Paste the API key, make sure that an option to "Remove the recipient from the campaign once Calendly event is scheduled." and click Save.
From that moment, any campaign recipients who book a call will be removed from campaign and sequence.
If you have any questions do not hesitate to initiate a live chat.
Happy klosing! :)
Your autoklose.com team!
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