After enabling the Calendly Integration with AdvisorEngine CRM, you can embed a calendly event invite into your CRM Web Forms, prompting prospects to immediately schedule time to meet with you.
Calendly invites are specific to the AE CRM user that creates the Web Form. In other words, the Web Form will always display the Calendly invite of the user who created the Web Form.
When creating or editing a Web Form with the Calendly integration active, a new Calendly tab will appear during the setup process. See step 7 of the Creating a Web Form process for the full context.
On this tab, select Include Calendly to enable the feature and set the options detailed below.
When a prospect completes a Calendly event invite, an Action and Appointment are created. Because an Action requires a Record and a prospect is not yet a Record, the following steps are taken automatically by AE CRM:
If a prospect is not legitimate, you can remove the prospect like any other Web Form response (see Handling Web Form Responses). If a calendly event was created, you will need to also manually cancel the event from Calendly. The associated Action will follow whatever cancellation criteria was configured in the Web Form settings above.