Integrate Calendly with Lawcus to automate actions such as creating leads, adding tasks, sending emails, and more based on events scheduled in Calendly. This integration helps you streamline processes and reduce manual tasks.
What to expect from the integration?
With this integration, you can eliminate the hassle of back-and-forth communications when scheduling meetings. Calendly integrated with Lawcus allows you to engage efficiently with clients and peers, letting you focus on what matters most!
Additionally, the integration allows you to trigger workflows in Lawcus when new events are scheduled in Calendly. For example, you can:
Create leads or matters automatically.
Add tasks to your to-do list.
Send automated emails.
Note: All events created via Calendly will automatically appear on your Lawcus calendar for efficiency and easy management.
Prerequisites of Setting Up a Calendly Account
You can create one using this link [https://calendly.com/] if you don’t already have a Calendly account.
Ensure you have a Standard Plan or higher on Calendly, as it’s required for this integration.
Set up your account by adding events and defining your availability.
How to Integrate Calendly with Lawcus?
Go to
Settings.Click on
Apps & Integrationsto expand.Select
Calendlyfrom the list of available apps.Click on
Enable.
Note: A standard plan or more on Calendly is necessary for the integration.
Setting Up Workflows with Calendly Integration
To automate actions based on Calendly events, follow these steps:
Create a New Workflow
Navigate to Automation
Workflows in Lawcus
Click on Add Workflow.
Select the trigger New Calendly Scheduler Appointment.
Configure the Trigger
Select the Calendly scheduling page you want to associate with the workflow.
You can trigger the workflow for all events or specific scheduling pages in Calendly.
Add Action Steps
Define what happens after the event is scheduled in Calendly. For instance, choose Create Lead to automatically add a new lead to Lawcus using information from the Calendly event.
You can add multiple action steps to build a comprehensive automation flow.
Examples of Workflow Automation
Scenario 1: A lead schedules a consultation in Calendly. - A new lead is created in Lawcus, and a follow-up task is added to your team's task list.
Scenario 2: An internal meeting is booked via Calendly. - An email reminder is sent, and the event is added to your Lawcus calendar.
FAQ Section
FAQ1: Is there any way to integrate Calendly with Lawcus apart from the direct integration?
Answer: Absolutely! Lawcus offers several alternative methods to integrate with Calendly, and you can choose the integration method that best suits your workflow and preferences:
Via Google and Outlook Calendars: Lawcus seamlessly syncs with Google and Outlook calendars. Since Calendly also integrates with these platforms, any events added to Calendly will automatically appear in Lawcus if your Google or Outlook calendar is connected to your Lawcus account.
Using Zapier Automations: Zapier enables you to create customized workflows, known as "Zaps," to link Calendly and Lawcus. You can either explore pre-built Zaps or design your own to automate specific tasks and streamline your scheduling process.
Apart from these, Lawcus offers its own appointment scheduling feature, similar to Calendly, for managing meetings and appointments. Explore the setup and functionalities of this integrated tool to see if it meets your requirements.
FAQ2: Is Lawcus subscription inclusive of Calendly access?
Answer: Lawcus subscription does not include access to Calendly, but you can integrate Calendly with Lawcus to enhance your appointment management.