ActiveCampaign

ActiveCampaign is the category defying customer experience automation platform that
makes it easier to connect with your customers at the right time in the right way.

Use the ActiveCampaign integration to easily find and update your Calendly contacts with ease. When you schedule a Calendly meeting, ActiveCampaign automatically creates a contact and uses the information from the Calendly meeting to fill out the fields you designate. New contacts in ActiveCampaign are automatically tagged with Calendly-Integration and the Event Type Name of the meeting scheduled. Connect ActiveCampaign with Calendly to:

  • Automatically map Calendly invitee contact and other information to ActiveCampaign
    field
  • Use invitee information in customized messaging and other ActiveCampaign tasks
  • Tag invitees with ActiveCampaign tags and use those same tags to to drive
    messaging and campaigns, add invitees to lists, engage in conversations, and
    automate tasks

SEE THESE PROCEDURES

How to integrate ActiveCampaign with Calendly
How to disconnect ActiveCampaign from Calendly

How to integrate ActiveCampaign with Calendly

Before you begin, make sure you have:

  • An ActiveCampaign account with one or more customer lists and
    site tracking enabled
  • A Calendly Premium or Pro subscription

  1. In ActiveCampaign, click Apps on the left.

  2. Select Calendly.

  3. Click Connect to Calendly and follow any instructions that appear for signing into Calendly.
    See a list of your Calendly event types appear.

  4. Select the event type you want to set up.

  5. To map a Calendly field to one in ActiveCampaign, at Required fields, select a Calendly field on the left, then select an ActiveCampaign field on the right.

    Screen_Shot_2019-12-13_at_10.38.55_AM.png

  6. To map additional fields, click Add field mapping and repeat Step 5.

  7. Once all fields are mapped, click Save.
    See the icon next to the event type change from red to green to indicate it is now mapped and enabled.
    Screen_Shot_2019-12-13_at_10.50.43_AM.png

  8. To map fields for additional event types, repeat Steps 4 through 7.

What’s next? Follow instructions in ActiveCampaign to test your mappings and automate tasks.

How to disconnect ActiveCampaign from Calendly

  1. In ActiveCampaign, click Apps on the left, then Connected Apps.

  2. Click Calendly.

    Screen_Shot_2019-12-13_at_10.55.26_AM.png

  3. Click Disconnect on the right, then Disconnect again to confirm.
Was this article helpful?
9 out of 21 found this helpful