In this article, we cover:
To connect Calendly to ProLine, you will need to use Zapier. This article will guide you through the necessary steps and provide tips to ensure a smooth integration without calendar conflicts. For additional context for these steps, please review the video included in this article.
Calendly can be used to manage your scheduling pages and appointments, but it is crucial to understand potential conflicts that may arise with ProLine's calendar sync. Specifically, if you attempt to use both Calendly and ProLine for scheduling, you might encounter issues such as duplicate events.
Connecting Calendly to ProLine
To connect Calendly to ProLine, follow these steps:
Log in to Calendly and navigate to the Integrations section.
Request access to Zapier from the Integrations section. This is an invitation-only integration, and you will need to click a link to get access.
In Zapier, set up two workflows:
Invitee Created: For new appointments.
Invitee Canceled: For canceled appointments.
Handling Calendar Sync Conflicts
Using both Calendly and ProLine's scheduling features can cause conflicts. Here’s how to manage them:
Commit to one system: Decide whether to use Calendly or ProLine for scheduling to avoid duplicate events.
Disable calendar sync in ProLine: If using Calendly, ensure that all users in ProLine do not have their calendars connected.
Turn off event creation in Calendly: Alternatively, disable Calendly's event creation and let ProLine handle the calendar sync.
Setting Up Workflows in Zapier
New Appointment Workflow
Find Contact in ProLine:
Search for an existing contact in ProLine based on the phone number and email used in Calendly.
Find Project in ProLine:
Look for an existing project associated with the contact.
Find Team Member in ProLine:
Identify the team member in ProLine based on the event scheduler's email.
Create or Update Project in ProLine:
Use the contact and project details to create or update a project.
Find Existing Event in ProLine:
Check if the event already exists to handle rescheduled appointments.
Create or Update Event in ProLine:
Create a new event or update an existing one based on the project ID.
Appointment Canceled Workflow
Find Event in ProLine:
Locate the event in ProLine using the event ID.
Cancel Event in ProLine:
Use the ProLine event ID to cancel the event and stop any reminders.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.