In this example, we will use Calendly - in order to perform this Zap, you will need a paid Calendly account ($12/m) in order to access the Zapier Integration that Calendly offers. You can use the free Zapier plan to accomplish this task.
1. Visit Calendly.com and create an account. Once you have an account, create an event.
2. Click on Event type…
3. Click on One-on-One…
4. Click on Next
5. Name your event
6. Click on Continue
7. Click on Booking page options…
You can adjust other settings as well
8. Click on Name, Email settings
9. Click on Edit
10. Click on Name Input
11. Click on First Name, Last Name
First name and last name inputs are required for DripJobs
12. Click on Done
13. Click on Add new question
14. Type "Phone Number"
15. Check Required
16. Click on Answer Type
17. Click on Phone Number
This ensures the phone number is formatted properly when the customer types it in
18. Click on Done
19. Click on Please share anything that will help prepare for our meeting.
20. Click on Edit
21. Type "Project Details"
At this point, you can name this whatever you'd like. It can be notes or other project related questions.
22. Check Required
23. Click on Done
24. Click on Add new question
25. Type "Street Address"
26. Check Required
27. Click on Done
28. Click on Add new question
29. Type "City"
30. Check Required
31. Click on Done
32. Click on Add new question
33. Type "State"
34. Check Required
35. Click on Done
36. Click on Add new question
37. Type "Postal Code"
38. Check Required
39. Click on Done
40. Click on Save and close
41. Click on Done
42. Click on Integrations & apps
43. Click on API and connectors
44. Click on Zapier…
45. Click on Connect Zapier
46. Connect your Zapier account and create a new Zap
47. Search for the Calendly Action
48. Choose Event 'Invitee Created'
This zap will trigger every time someone books an appointment with you on your Calendly calendar
49. Click on Continue
50. Click on Continue
51. Click on Webhook subscription scope
52. Change it to Organization
53. Return to Calendly and hit "View Booking Page"
54. Choose an available date on your new event, hit Next
55. Fill out your booking form and schedule the appointment
56. Click on Test trigger
57. Click on Find new records - This will search for the data you just submitted.
58. Select the newest record
Confirm the data on the right side matches the information that you submitted on your test appointment
59. Click on Continue with selected record
60. Add an "action" to Zap. Type in "DripJobs"
61. Search for the newest version of DripJobs
62. Change event to "Create Appointment"
63. Connect your DripJobs account
A popup (not shown) will request your Zapier API Code from within your DripJobs account. Once you submit it, your account will show up here
64. Visit your DripJobs account
65. Click on Integrations
66. Copy your Zapier Key
67. Click on Continue
68. Begin mapping the fields to the DripJobs inputs
You can type in a lead source. Example, if this form is on your website, you can change the lead source to Website. It's suggested that you create multiple Calendly (or booking) forms and multiple zaps to help identify different lead sources. You can also create a "How did you hear about us" question on your form and map that field here.
69. Map the appointment Start Time & End Time
DripJobs will automatically format this once the Zap is ran
70. Assign a Salesperson
if you have multiple sales people you can create conditional logic, inquire about this with through the help desk
71. Once all of the data is mapped, select "Test Step"
Zapier will send a Test Appointment to DripJobs
72. A new Deal Card will be created in the Estimate Scheduled stage automatically
DripJobs will trigger the "drip" associated with the Estimate Scheduled stage accordingly
73. You will now have a new appointment on your DripJobs Calendar
74. Click on the appointment to view the details
75. Click on Publish
Important Note:
If you are using Calendly and have multiple event types, Zapier does not differentiate between them automatically. So, if you have an event type unrelated to an estimate, it will still fire the zap and send the data into DripJobs. You must create a "Filter" in Zapier and filter the zap by the title of the event. If you need help with this, message our support desk.