Integrating with Calendly
Overview
BankingBridge offers a seamless Calendly integration that enables leads to easily schedule appointments with loan officers using Calendly links. This integration automatically pre-fills the lead’s information and allows them to select a convenient time slot. Once the lead confirms the appointment, an invite is sent to the lead and the loan officer, streamlining the scheduling process. To set up this integration, you will need a Calendly event link and a Calendly API token.
Setting up the integration
This document provides detailed instructions on generating a Calendly event link and API token.
-
Log into your Calendly account. You need to be on the Calendly "Standard" plan and not the Free plan.
-
Go to Event types in the left-side navigation panel.
-
Create an event for a 30-minute meeting.
-
On the event card, click Copy link.
-
Switch to your email application and paste the link into a new email draft.
-
In your Calendly account, click Integration & apps in the left-side navigation panel.
-
Under All integrations, click the API and webhooks card.
-
Click Generate New Token.
-
Copy the generated token.
Here is an example of a generated token:xyJraWQiOiIxY2UxZTEzNjE3ZGNmNzY2YjNjZWJjY2Y4ZGM1YmFmYThhNjVlNjg0MDIzZjdjMzJiZTgzNDliMjM4MDEzNWI0IiwidHlwIjoiUEFUIiwiYWxnIjoiRVMyNTYifQ.eyJpc3MiOiJodHRwczovL2F1dGguY2FsZW5kbHkuYx29tIiwiaWF0IjoxNzI1OTY5NTU1LCJqdGkiOiIwNjllZTM5OC02MjYzLTQ0MzAtODk0My03OTI1MDhhYTNiOWUiLCJ1c2VyX3V1aWQiOiJlZDg2OTIxzYy0wOTU4LTRlNDUtOWY4ZS0wNmIwY2FkYTc1MDxUifQ.EVa1DjhjRquX_66pximQpdtNcURNnq0cfbC0tuR1b0BomZGkzBgU3X8ABnCHS7L7carzTX4UxYKYjSW48oyQRFxg -
In your email application, paste the token into your email draft and send it to [email protected].
Your email to [email protected] must include both the event link and the generated token.
Here is a live event link example: https://calendly.com/jimmy-bankingbridge/30min.
Updated 14 days ago