Booked Calls Automation

Calendly

  1. Client must have a Pro or Premium account
  2. Make sure the client has a Booked Calls sheet ready
  3. Log into Calendly and go to Integrations
  4. Now go to Zapier and Create A Zap
  5. Trigger: Calendly 
    1. Invitee Created
    2. Add New Account (follow instructions)
    3. Test trigger & continue
  6. Action: Google Sheets
    1. Create a spreadsheet row
    2. Select my account (amanda@rushdigitalmarketing.com)
    3. Spreadsheet: Booked Calls - Client Name
    4. Match up the Worksheet, name, email address, and date.
    5. Test & continue
  7. Turn ON Zap

Video: https://www.loom.com/share/accb8c880e444a27a835fa468b66a0c4?from_recorder=1

Acuity

  1. Make sure the client has a Booked Calls sheet ready
  2. Go to Zapier and Create A Zap
  3. Trigger: Acuity Scheduling
    1. New Appointment
    2. Add New Account (follow instructions)
    3. Choose Strategy Call / Discovery Call / etc.
    4. Test trigger & continue
  4. Action: Google Sheets
    1. Create a spreadsheet row
    2. Select my account (amanda@rushdigitalmarketing.com)
    3. Spreadsheet: Booked Calls - Client Name
    4. Match up the Worksheet, name, email address, and date.
    5. Test & continue
  5. Turn ON Zap

Video: https://www.loom.com/share/3a571f95cacb4d2b810c7299bc64e07d