Calendly Events for Zoho Bigin

Visit the Zoho Marketplace where you can find the extension Calendly Events for Zoho Bigin
Install the integration.
Agree to the permissions required.
Click on Continue.

Agree to the permissions and install the extension

Select the users for whom the integration is to be installed.
Click on Confirm.

Select the users and continue installation

Click on 'Settings' on the extension Configure page.

Select the Zoho account DC.
Click on 'Authorize Now'.

Select Zoho account DC and procced to Zoho Bigin authorization

Click on 'Accept' to authorize Zoho account.

Enter the Calendly personal access token.
Authorize your Calendly account.

Authorize Calendly account using the Calendly Personal access key

The Calendly scheduler is now integrated with your Zoho Bigin account.

Applications

Contact Appointments

Go to any Zoho Bigin Client or Opportunity.
Click on 'New Calendly Appointment'.

Schedule new Calendly appointment from contact

You would now be redirected to the Calendly Events for Zoho Bigin application.
Select the Calendly agent with whom the appointment is to be booked.
Select event of the selected Calendly agent.

Select your preferred date, timezone and time.
Click on Confirm.

Select date, timezone and time of appointment

Enter the booking details required.
Click on the 'Copy Contacts Fields' drop-down.
At the drop-down you view all the fields of the contact which can be copied directly to enter the details.

Schedule your Calendly appointment with the Zoho Bigin contact.

Schedule Calendly appointment with Zoho Bigin contact

Contact Event History

Within the application, select 'Events History'.

Select the Calendly agent.
You can now view all the appointments of the contact with the selected Calendly agent.

View the history of upcoming Calendly events of the Zoho Bigin contact

Click on Show past meetings to view the previous appointments.

View the past Calendly appointments with the Zoho Bigin contact

Select any appointment to view the booking details.

View the booking details of Calendly appointments

In order to reschedule an appointment, click on 'Reschedule Event'.

You would now be re-directed to the rescheduling page.
Select the date and time for rescheduling.
Enter the details and reason for rescheduling the event.
Click on 'Update Event'.

In order to cancel an appointment, click on 'Cancel Event'.

You would be redirected to the canceling page.
Enter the cause for cancellation.
Click on 'Cancel Event'.

Also, search for any email id to view the upcoming and past appointments of a specific contact.

Calendly Booking Links

Within the application, select Event Links.

Select the Calendly agent whose link is required.
Here you can access the link to the agent's events.
Also, you can view the list of all the Calendly events of the particular agent.
Click on 'Open' to access the booking link.
In order to share a one-time booking link with any contact, click on 'Get single-use link'.

Open Calendly booking link and obtain single use link

Click on 'Copy single-use link' and share it with the required contact.

Real-time Notifications

Receive instant notifications for Calendly appointments booked at the bell icon within the application.
Here you can view the latest and viewed notifications which would be differentiated.

Also, access the associated Zoho Bigin contacts from the notification.

Access Zoho Bigin contact associated with notification

Extension Settings

Click on your Ulgebra profile within the application.

You can now view the extension settings page.

Access the general features, admin settings and advanced settings of Calendly Integration for Zoho Bigin

Calendly for Zoho Bigin Tab

Select 'Open in New Tab'.
You can now book Calendly appointments and access events history and booking links at any moment in a separate tab.

Access Calendly for Zoho Bigin in a separate tab at all times

Manage Calendly Users

Admin Account

Select 'Manage App Users'.

Manage Calendly users as the Zoho Bigin admin

You can view the list of Zoho Bigin users.
The admin can add any user to allow them to use their authorized Calendly account.
You can also remove, add all and remove all users based on your requirements.

Add and remove Zoho Bigin users from using the Calendly account

User Account

The user can now view the invite sent by the admin on the integration settings page.
Accept the invitation.

During the Calendly authorization process, select the admin account.
The authorization would be completed automatically with the admin account.

User account - Authorize Calendly using the admin admin

Incoming Settings

Select Incoming events sync.

Enable 'Capture incoming events' to receive incoming events into Zoho Bigin.
New contacts will be created for Calendly events booked by non-existing contacts i.e., their email id does not exist in your Zoho Bigin.
In case you do not wish for new contacts to be created, enable the option 'Ignore events from NEW customers'.
You can view the list of Calendly events associated with your Calendly organization.
Enable the events you wish to receive incoming events from.
Disable the events you do not wish to receive incoming events from.

Enable and setup incoming Calendly events

Determine which Zoho Bogin users must receive the incoming events of each Calendly agent.
You can view that the Calendly users are listed.
Under Zoho Bigin user, select the respective Zoho Bigin user who must receive the meetings booked with each agent.

Map Calendly users to the respective Zoho Bigin users

Field Mapping

Map the Calendly fields to the appropriate Zoho Bigin fields to receive the details of the incoming Calendly events booked within the required Zoho Bigin fields.
Select 'Fields Mapping for Sync'.

Once redirected to the field mapping page, click on '+Create New Field Mapping'.

Create new field mapping for incoming Calendly events

Enter the name of the field mapping to be created.
Select the Calendly event for which the field mapping is to be applied in case of incoming events.

Enter the name of the field mapping and select the Calendly event to apply the field mapping

Select the Contacts module.

Select the Contacts module of Zoho Bigin

Ensure that an incoming appointment exists for the selected Calendly event based on which the field mapping can be done.
Select an existing Calendly appointment to load the Calendly fields.

Select an incoming Calendly appointment to setup field mapping

You can view the list of Calendly fields available in the drop-down to choose from.
Select the appropriate field or enter a custom value.
The select field or value entered must be of the data type of the associated Zoho Bigin field.

Select the appropriate Calendly field for Zoho Bigin fields

Click on 'Close' to close the field values drop-down.

Close the Calendly field values drop-down

Once you have mapped all the required fields, click on 'Save Field Mapping'.

The field mapping has been saved.
You can now view the field mapping created under Saved Field Mappings along with the number of fields mapped.
You can edit, duplicate or delete the field mapping.

Application Statistics

Select 'App Usage Analytics'.
Here you can view the complete analytics of the usage of Calendly Events for Zoho Bigin.

View the analytics of the usage of the application

Reset Application

Select 'Reset App Configurations'.

Reset Calendly Integration for Zoho Bigin

Enter 'confirm' and click on 'Reset' to delete all the data of the integration.

Sync your calendar with Zoho Bigin through Calendly.

Pricing

Classic Plan

$5 /user/month

Book an appointment from Zoho Bigin
View booked meetings history
Notifications for new calendly events.
Get contacts and events as records created inside the Zoho Bigin board for new calendly events.
Priority Support
Access to all new upcoming features

Purchase Now

Additional Credits

In case of additional credit requirements, top-up your Ulgebra Credits.

Purchase Ulgebra Credits

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