What the Calendly Integration Does:
- Connects your Calendly account directly to Leadzier
- Allows leads to book appointments through your campaigns or profile
- Automatically logs the event on the lead's activity timeline
- Triggers reminders or follow-ups based on scheduled meetings
- Syncs booked appointments with your Google Calendar
Why It Matters:
Booking time with leads shouldn’t be complicated. With Calendly connected to Leadzier, you can let sellers, prospects, or clients book a time that works for them — no back-and-forth. The appointment gets logged, your calendar gets updated, and your follow-up starts right on time.
Who It’s For:
- Wholesalers booking seller consults or property walkthroughs
- Service pros offering free estimates or booking jobs
- Teams coordinating follow-ups and rep appointments
- Anyone who wants a frictionless way to connect with leads
How It Works:
- Step 1: Go to Settings → Integrations → Calendly
- Step 2: Connect your Calendly account via OAuth
- Step 3: Add your booking link to campaigns or lead profiles
- Step 4: When a lead books, the event is tracked in Leadzier
- Step 5: Optional: trigger follow-up automations before or after the meeting
Bonus Features:
- Pre-fill Calendly form fields with lead data
- Trigger text/email reminders before scheduled time
- Filter leads by “Booked” status for fast follow-up
- Connect Calendly to Google Calendar + Leadzier in one flow
- Let leads book via text or email CTA with embedded link