Calendly Integration

Comments

11 comments

  • Official comment
    Product Team

    Calendly Integration is in our roadmap for H1/2022

    Comment actions Permalink
  • Nick Burroughs

    A typical use case in our scenario works as follows:

    We use Totango for implementation of software and continue using it for Customer Success. Similarly, we use Calendly for both as well.

    When the implementation process initially happens, we need to schedule calls to get everyone on the same page. A series of calls would be things like an introduction call, a training call, a data review call, etc. During this time, meetings are rolling into Calendly frequently. They are currently coming to our inbox, where we copy the email and paste it into a touchpoint. Then we manually define a date of their implementation call, dates for their training calls, etc.

    If integrated with Calendly, we could schedule their introduction calls, their training calls, Q&A sessions, etc and have all that information as touchpoints, and we wouldn't have to manually define these dates - the more human entry the longer the time it takes and the margin of error goes up dramatically, which can be a big deal with automatic emails. (I actually had an email go out incorrectly in Totango recently because when we scheduled a call with a client, I mistyped the date in a custom date field we use to deploy emails from. It caused me an extremely panicked client. Not your fault at all, just hoping to automate out any errors like that.) You could potentially tie an event type in Calendly to a field in Totango to auto populate dates and touches. 

    I absolutely can't speak for everyone but, at our company, in the grand scheme of customer success and ensuring a customer has all the tools needed to launch successfully, its pertinent that we schedule multiple calls with different people. And packing all that data into Totango manually can make for misinformation, mis-sent emails and a small, but significant amount of time keying in that data. Especially when we're working with hundreds of sites a month. 

    Features Requested:
    - Incoming meetings scheduled to flow into Totango Touchpoints
    - Incoming meeting type able to automatically integrate with a custom date field in Totango

    Benefits:
    - Time saved entering touchpoints and filling dates
    - Accuracy (data flowing in comes directly from Calendly and not a person)
    - Client satisfaction & clarity (less room for mistakes with auto-generated emails, etc)

    If I'm using Totango wrong and something similar is possible today, please let me know. I'm always open to improving and doing something different.

    4
    Comment actions Permalink
  • Ashley Butler

    Ideally, the task would be automatically created in Totango when an event is scheduled with Calendly.  

    1
    Comment actions Permalink
  • Matt Harmon

    Completely agree with this.  We use calendly and would love to have that integrated with Totango.

    1
    Comment actions Permalink
  • Matt Harmon

    I'd like my CSMs to be able to send a calendly invite when creating a touch point and sending the message to a customer.

    1
    Comment actions Permalink
  • Ruthy Lichtenstein

    YESS!! We use Calendly too and this could be so helpful!

    Also would love to target all clients who "don't have a meeting scheduled" for example- which is impossible right now hen it's just words in a task

    0
    Comment actions Permalink
  • Vijay

    Ashley and Ruthy thanks for the suggestion. If events are already scheduled how would creating a task for that help? Do you want to file a followup touchpoint by marking the task as complete?

    0
    Comment actions Permalink
  • Vijay

    Matt and Ashley I am still not able to grasp the use case and value of Calendly... I have seen the flow in some Sales tools where the open slots can be inserted in the email and meetings can be scheduled automatically but I suspect there is some additional value to unlock here..

    If we synced with Microsoft 365 / Gmail Calendar we can bring in events as another event type (based on participants present as contacts on Account) however what is the use case you have in mind?

    0
    Comment actions Permalink
  • Ron Hill

    With Calendly, users, groups of users and admins can create types of bookings available (20 minutes, 45 minutes), slot limitations (no noon meetings, no meeting after 1 PM, etc.) and round robin scheduling (CSM A, then B, Then C, D has too many conflicts so E is next) that are not available through M365 or GMail integration.  The attendee options are also not limited to Totango licensed users.

    0
    Comment actions Permalink
  • Michael Shermetaro

    Upvote please!!!!

    0
    Comment actions Permalink
  • Angel de la Cruz

    +1

    0
    Comment actions Permalink

Please sign in to leave a comment.