Okay, let's talk about Calendly Monday Wix integration. Calendly is an app that provides an easy way for you to set your available times and then allows users to select times and dates that are good for them. This way, you can have meetings when both parties are available, and it will automatically schedule these meetings.
There's a form provided by Calendly where the client, customer, or user can fill out their information. As an example, let's say Steve Jobs is filling out his information. You can choose options like a Zoom call or Google Meet, and you can also ask some pre-qualifying questions or questions that you want to know about the client before having the meeting. Once they schedule the event, an email notification will be sent to both of you, and an event will be created in Google Calendar.
In Google Calendar, you'll see the event already populated with all the appropriate links, including the meeting links for Zoom. The best part is that it's also automatically inserted into Monday's sales CRM. You can see the record right here - the new Steve Jobs record. The source is Calendly, and the status is 'Meeting Scheduled'. Once we open up the record, we can see all this other useful information as well. UTM tags are also passed through from Calendly, so you can do attribution on which campaigns are performing the best and keep track of where your leads are coming from. In this case, they came from the homepage. You can see there's a UTM medium homepage, and the content is a welcome contact button.
Once the status is 'Meeting Scheduled', that just means now we have to wait for the scheduled meeting date. Let's say the client would like to reschedule. They just have to go to their email, click the reschedule link, and choose a new date. For example, Steve Jobs's calendar opened up, so he wants a sooner date and picks the 10th. He enters the reason for changing the time of the meeting. This automatically updates and sends an email to everybody and also updates the Google Calendar event. So, if we click onto the lead record within Monday sales CRM again, we can see that the date and time have been updated correctly and appropriately.
That is how you do Calendly Monday Wix integration. Thank you guys. If you like this, please subscribe and check out our YouTube channel. Thanks a lot. Bye-bye.
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