How to connect iFOLIO Cloud + Calendly
Zapier lets you send info between iFOLIO Cloud and Calendly
automatically—no code required.
About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly.
Step 1: Calendly --> iFOLIO share
Navigate to https://zapier.com/apps/ifolio-cloud/integrations and scroll down to Popular ways to use iFOLIO Cloud.
You are looking for Send iFOLIO Cloud digital business cards to new Calendly invitees. Then click Try it on the far right.
Step 2: Configuring your trigger step
You will then be taken to the Zapier editor and prompted to log in with your Calendly account.
Follow the instructions to locate your Calendly API Key and connect your account. You should be returned to the Zapier Editor once your connection is made and can continue with the set up.
Step 3: Configuring your action step
Follow the instructions to locate your iFOLIO API Key and connect your account.
You may have to contact your account manager to access your API key.
Step 4: Setting up actions
Once your account is connected click continue and you should be in the Set up Action portion of your action.
At this point, some fields are already configured for you. You will need to select the User who owns the iFOLIO you wish to send. The dropdown will populate with all users you have access to.
Once you select a user, you can select the published iFOLIO you wish to send. If you are gathering the phone number from your Calendly form, you can insert that as well and an email and sms message will be sent.
Step 5a: Message Type
Lastly, select the Message and Signature you wish to send. You can use your default share message, search for a specific message by name, or create a custom one from right here in Zapier!
Step 5b: Signature
For signatures, you can use your default signature or create a custom one from right here in Zapier.
Step 6: Testing your Zap
Once all your fields are configured, you can test your action step (we recommend only testing if you are the one you are sending it too!) and turn on your Zap!
You're all set!
Once you turn on your Zap, Zapier will automatically share your iFOLIO every time there is a new Calendly invitee created.
Other Ways to Integrate iFOLIO + Zapier
iFOLIO + Slack
Make every member of your organization feel welcome! Automate onboarding with 2-way communication. This integration will deliver a welcome iFOLIO with everything they need to know when a new user is added in Slack.
iFOLIO + Zoom
Your Zoom webinar registrants are some of your best new prospects, and you want to make sure you're following up with them immediately. This integration helps you do just that, automatically sharing any one of your published iFOLIOs to Zoom webinar registrants, as soon as they're created.
iFOLIO + Calendly
Integration 1: This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly.
Integration 2: This integration automatically sends any of your published iFOLIOs when an invitee is created in Calendly. Build a custom share message from right here in Zapier, or search for one of your share messages by name.
iFOLIO + Docusign
Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.
iFOLIO + Google Ads
It's important to engage with inbound leads while your brand is still top of mind to the customer. With this integration, you can make sure that no leads fall through the cracks in the digital noise. Automate an iFOLIO share to new Google Ads leads, so you never miss out on a hot opportunity again.
iFOLIO + Hubspot
Welcome new contacts with this iFOLIO and HubSpot automation. Send an iFOLIO digital portfolio via text message when someone submits a HubSpot form. Whether they’re a new lead, or a subscriber, this integration streamlines your customer engagement process and provides a delightful customer experience with your brand.
iFOLIO + MailChimp
Welcome new Mailchimp subscribers with this automation. When a new subscriber is added in Mailchimp, they will automatically receive an iFOLIO portfolio with your customized messaging. Whether you are confirming or welcoming new subscribers, this integration can save time and provide a personalized, cutting-edge customer experience.
Contact Us Today for More Information!
Salesforce Tower, Suite 1555 | 950 East Paces Ferry Rd, ATL GA 30326
Click to call: 470-223-4818 | info@ifoliocorp.com
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