❗It's important: you can collect any user data via Calendly form (email and name are chosen by default), it can be specify in your Calendly account.
❗It's important: success message in chat and user event are passed to Dashly via webhoors. Please note that only Pro and Premium Calendly plans support webhooks, therefore we won't be able to record success message and event to user card if you have free Calendly plan.
💡 To find the required API key, please move to your Calendly account. Find the Integrations tab, code is located at the top of the page.
When the time comes to schedule an appointment or book a call you could share Calendly link with your users. It is much easier than asking more questions (i.e. when is the best time for your interlocutor to book a call, etc). Just select Calendly icon in your Inbox tab.
If you have already linked your Calendly account, you'll see a list with all your appointments. You can select any of them and it will be sent to the user with a suggestion to select any time slot for the appointment.
There is also a way to use the integration without linking your own account. You could just paste a link to the appointment and Dashly will show information about it.
When the user clicks the button Calendly widget will appear in Dashly's chat widget. The user could select any available date and time among suggested time slots.
❗It's imortant: If this user's name and email are unknown in Dashly (in this user's card) they will appear right after they will be filled in Calendly form by this user. If the user's data is already there we will not renew it.
Once the user successfully applied the form you'll see a message in the Inbox tab which will reflect the time and date of the appointment. All this information will appear in Calendly as well.